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Client portal where clients can upload and download files

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Site URL: http://www.elenimeraki.com

Hello there,

I wondered if anyone can help with a recent client request I had. One of my clients has a law firm and wants a member area where her clients can create their own profile, upload important documents and download documents. This is all private documents that are shared 1:1 - so not with a membership or something.

Can someone please help ? 

Thanks so much !

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1 hour ago, EleniM said:

One of my clients...wants a member area where her clients can create their own profile, upload important documents and download documents.

You cannot do this on Squarespace. You'll need to use a different platform where the documents can be shared.

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33 minutes ago, EleniM said:

Do you have any recommendation for a platform I can recommend to her?

It will depend on the territory and the requirements, but it sounds like they need a customer relationship management (CRM) solution where customers can log on individually to interact with the business. The exact solution will depend on the territory as there may be laws in some countries that define standards for online storage of legal and personal information.

CRM examples include generic solutions like Dubsado and law firm specific solutions like Clio.

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About: Squarespace Circle Leader since 2017. I value honesty, transparency, appreciation and great design ♥.
Work: Squarespace Developer and founder of SF Digital, building the features Squarespace didn't include™.
Content: Links in my posts may refer to SF Digital products or may be affiliate links.

Buy me a coffee

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