Here we present our 2 models for how client service firms can leverage Client Hub to simplify file sharing in the cloud with their clients. Our models explain all these facets of cloud file management:

  • Receiving Files: Make it a drop-dead simple for clients to send files to the firm
  • Providing Files: Empower client self-service for accessing deliverables from the firm
  • Cloud File Storage: Secure, reliable file storage with easy access to internal staff

Model 1: Client Hub for exchange + Cloud Storage Provider (SmartVault / ShareFile / DropBox / Box / OneDrive etc.) for storage and access

Set Up:

  • Choose a Cloud Storage Provider (SmartVault / ShareFile / DropBox / Box / OneDrive etc.) for your files
  • In Client Hub, create a workspace for a client and invite them to it.  File exchange is automatically enabled within the Messages and Client Tasks features
  • To share files (such as deliverables) with clients in a client-facing folder(s) of your Cloud Storage Provider, add a link to this folder in the Resources section

How it Works:

Receiving files:

  • Clients simply send you files through Client Hub using our web platform or mobile apps
  • For the ones you wish to download and store, simply download from Client Hub into your Cloud Storage Provider

Providing Files:

  • Option 1: If you just need to occasionally send files to your client, simply send them through the Messages section of Client Hub
  • Option 2: If you have set up a Resources link in Client Hub to a shared folder in your Cloud Storage Provider, then clients can access their files from Client Hub here in the Resources section

Cloud File storage: Use your chosen Cloud Storage Provider

Advantages of Model 1:

  • If you already have a Cloud Storage provider, simply continue using it alongside Client Hub
  • Your Clients get a branded, one-stop solution (Client Hub) to send and receive files
  • Cloud Storage provider offers sync tools for your team to access files on local machines (PC, Mac) and serves as a backup provider for your firm’s files

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Model 2: Client Hub for file exchange and file storage

Set up:

  • In Client Hub, create a workspace for a client and invite them to it.  File exchange is automatically enabled within the Messages and Client Tasks features
  • Create client-facing folders within Client Hub — under the Client Shared Folders
  • Create internal folders for the client within Client Hub — under the Staff Only Folders

How it Works:

Receiving files:

  • Clients simply send you files through Client Hub using our web platform or mobile apps
  • For the ones you wish to download and store, simply move to the appropriate folder in Client Hub

Providing Files: Upload files to Client Hub’s Client Shared Folders for clients to access

Cloud File storage: Everything stored seamlessly in Client Hub (and can be downloaded as needed or if your firm leaves the platform)

Advantages of Model 2:

  • Simplest solution to administer — everything is in Client Hub.  
  • Your Clients get a branded, one-stop solution (Client Hub) to send and receive files
  • Your team manages all files (internal and external) right in Client Hub