01
Gate the proposal before it goes out
Require a verified email and one-time code before a prospective client can open your methodology, pricing or a proposal you have spent hours building.
For consultants & advisors
Your proposals and deliverables,protected like they are worth something.
Consultants share their most valuable work, proposals, methodology and confidential deliverables, with clients they have often just started working with. Gate it, NDA it, track it, and sign the engagement letter without leaving the room.
- Use case
- Consultants
- Hosting
- London, UK
- NDA gate
- On Business
- E-signature
- From Pro
From proposal to sign-off
Protect the work, prove the engagement.
A proposal or deliverable represents hours of your time and often a client's confidential data. Keep both under control from the first pitch to the final report.
02
NDA the confidential material
On Business, require NDA acceptance before a client sees confidential analysis, data or a deliverable built on their own commercially sensitive information.
03
One room per engagement
Keep the proposal, signed engagement letter, interim deliverables and the final report together, so a client always has one link, not a scattered inbox.
04
See who is actually reading your work
Page-by-page dwell time shows whether the client sponsor read the full report or the board summary alone, useful before a follow-up call.
05
E-sign the engagement letter
Send terms of engagement or a statement of work for signature in the browser, with an audit certificate recording signer IP, intent-to-sign consent and timestamps.
06
Close out and revoke
Once the engagement ends, revoke access in one click so your methodology and the client's confidential material stop circulating.
NDA gate on BusinessUK-hosted in LondonPage-by-page analyticsE-signature from ProOne-click revoke
Consultants' document sharing FAQ
What consultants and advisors ask.
Can I require an NDA before a client sees my methodology or a deliverable?
Yes, on the Business tier. Require NDA acceptance before the room opens, and each acceptance is logged with a timestamp against the recipient's email.
Can I see whether a client actually read the report?
Yes. Every link is tracked per viewer, showing dwell time and completion page by page, so you can tell a genuine read from a quick skim before a check-in call.
Can clients sign the engagement letter online?
Yes, from the Pro tier. Send the engagement letter or statement of work as a gated link and let the client sign in the browser, with a certificate recording signer IP and timestamps on the executed document.
Do clients need an account to view my work?
No. Clients open the room in their browser through your link. You can require a verified email and one-time code, and an NDA on Business, but they never sign up for an account.
Pair engagement letters with our consultancy agreement template or advisory agreement template, and see how we compare on the best client portal alternatives for UK agencies.
Send your next proposal as a gated link. NDA it if it is confidential, track who reads it, and sign the engagement letter in the browser. Three rooms stay free for as long as you want them, no card required.