Client files
Every client's files, finally organized
A real drive per client — private, internal and client-shared spaces, folders, brand assets and an activity trail — connected to the projects and meetings the files support. Try the demo below, or start your own workspace.
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- Plans from $99/month
- Built for multi-client agencies
- Your brand across the console
Client files
Client file management and sharing for marketing agencies
Agency files end up scattered across personal drives, email attachments and a shared folder no one trusts is current. The Files workspace in AI Marketing Dashboard gives every client its own organized drive inside the console — a private space for works in progress, an internal space for the team, and a clean shared space for what the client should see — so the right file is always in the right place, next to the work it belongs to.
Per-client drives
Three drives for every client, set up for you
Pick a client and Files shows that account's drives only, with the folders you expect already in place.
My Personal Files
Your own working space
Drafts and works in progress that only you can see. Every member starts with a General folder.Internal Agency Files
The team's shared drive
Marketing, Design and Development folders are created with the client, and Design holds Logos, Brand Guidelines and Important Creatives.Shared Client Files
Finished deliverables and approved assets, kept apart from internal work. The same starting folders are created here.Chat attachments
Every file sent in a client's chats
One read-only view lists the files from that drive's conversations, one folder per conversation. Direct messages stay private to the people in them.Preview and share
Open it, check it, send it
A detail drawer previews the stored file inline, shows who added or moved it and when, and copies a link for your team.
The client's side
Clients find and send files in their own portal
- Upload with Send files, or drag and drop
- Preview, check details and download from the file itself
- A read-only Chat attachments view for the conversations they can open
Give every client a drive your team can trust
Add a client to your workspace and its drives appear, with the folders already in place.
Plans start at $99/month.
On this page
A separate drive for every client, in three clear spaces
My, Internal and Shared — never one undifferentiated dump
Switch to a client and you see that account's drive, split into a personal space for your own works in progress, an internal space the whole team can use, and a shared space for deliverables the client can see. The three-space model means a draft is never one misclick away from a client, and there is no mental overhead deciding 'where does this go'.
Because the drives are per client, files never blur across accounts. The Files tool guards the all-clients view deliberately — files are a per-client drive, so it prompts you to pick a client rather than fabricating a meaningless merged folder — keeping every account's documents firmly in their own lane.
Folders, uploads and a real file detail view
Organize the way your team already files things
Create nested folders, upload files, move things around, and open any file into a detail drawer for its metadata and activity. Ordering stays stable, so a file you upload today is in the same place tomorrow rather than reshuffling on reload — the small reliability detail that decides whether a team actually trusts a shared drive.
A live storage indicator reflects what is actually stored — a real file-and-usage count, not a decorative number — so you always know where an account stands at a glance.
Brand assets and guidelines, captured where they are used
Logos and brand books, surfaced in the client's drive
Brand assets uploaded during a client's brand intake — logos, guideline documents and the like — surface automatically in that client's internal Design / Brand Guidelines folder, so the team designing for the account always has the source files at hand instead of asking around for the latest logo.
It connects the place you capture a brand to the place you use it, which is precisely the handoff that usually breaks. The newest brand material is where the work happens, not buried in an old email thread.
An activity trail so you know what changed
Who added or moved what, and when
Every meaningful action on the drive is logged, so a folder is not a black box — you can see what was added or moved and keep a sense of how an account's files have evolved. For an agency juggling many hands on many accounts, that accountability is what keeps a shared drive from quietly drifting into chaos.
It is lightweight by design: enough of a record to answer 'what happened here?' without turning file management into a compliance project.
Files connected to the rest of the workspace
The same documents your meetings, projects and chat point to
The client's shared files show up in the meeting hub's workspace rail, can be referenced from a chat message, and live alongside the projects the work is tracked in — so a file is part of the workflow, not a destination you leave the workflow to visit.
That connection is the whole point of keeping files inside the console instead of a generic cloud drive: the document and the work it supports are never more than a click apart.
Which drive does this file belong in?
Each client has three drives, and they answer a single question: who may open the file. Only one of them reaches the client.
| Where | Who can open it | Put here | Reaches the client? |
|---|---|---|---|
| My Personal Files | You and your workspace's administrators | Drafts and works in progress | No |
| Internal Agency Files | Team members who have access to that client | Working files, with Marketing, Design and Development folders ready | No |
| Shared Client Files | The same team members and the client's portal people | Finished deliverables and approved assets | Yes, on Scale and Enterprise |
| Chat attachments | Whoever could open the conversation a file came from | Nothing: it is a read-only view of files sent in chat | Only for conversations the client can open |
Pick the client before you pick the drive. Files shows one client at a time, and with All Clients selected it shows an overview of every account instead of a merged drive, so there is no folder in which two clients' documents can mix. The agency's own account has an internal drive and no shared one, and files added there are listed as reference entries whose contents are not stored yet.
Tip
The upload message names the audience
When a file lands in Shared Client Files, the confirmation says it is visible to the client in their portal. If you did not mean that, the message is your cue to remove the file at once.
A five-step upload routine that prevents the wrong-client mistake
Most file mix-ups are made in the first ten seconds, before the file is even chosen. The routine slows only that part down.
Read the client's name
The header names the account. Confirm it before you open a drive, because the folders look alike from one client to the next.
Ask who needs to open the file
If the client does, use Shared Client Files. If only the team does, use Internal Agency Files. If you are still drafting, keep it in your personal drive.
Upload into the folder, not the root
Open the folder, then click Upload or drag files in. Progress shows while the bytes move. A New folder per campaign or per month keeps a busy drive findable.
Open the file and check it
The detail drawer previews the stored file where it can and lists its details, and its activity trail records who added or moved it. Check the content before you point anyone to it.
Share it the intended way
Share offers a team link for signed-in colleagues and, for files in Shared Client Files, a portal link for the client. A file still in the internal or personal drive can be copied across with Share a copy to the client portal, and the original stays put.
Note
A link never makes a file public
Links open only for people who already have access to the file. A link sent to someone without a login does not give them the file, so a file the client should have must be in Shared Client Files first.
From draft to client-ready: the life of a deliverable
A deliverable passes through draft, review and approval, and each state has a natural place in Files.
- Draft it in your personal drive, or in the Internal drive when teammates are already working on it.
- Review it by sending colleagues the team link, which opens the file for signed-in members of the workspace and nobody else.
- Approve it by naming the final version, then choose Share a copy to the client portal. The client gets one clean file and the working version stays internal.
- Hand it over by dropping the portal link into the client's shared Chat channel, or let the client find it in their portal.
- Close the loop by clearing superseded drafts out of the Internal drive, so the next teammate sees one current file.
The same habit works in the other direction. Ask clients to use Send files in their portal, and what they hand you arrives in Shared Client Files with its upload recorded, instead of sitting in an email attachment that only one person can find.
Folder habits that survive staff changes
A drive stays useful when a new hire can guess where things live. These habits use what Files already provides.
| Habit | Why it matters | What Files gives you |
|---|---|---|
| Put the project and a version in the file name | Files keeps no version history, so the name has to carry it | Duplicate makes a copy named with (copy) that you can rename |
| Keep finished work in Shared and drafts elsewhere | Everything in Shared is visible to the client | A confirmation that names the audience on every Shared upload |
| Use the default folders before inventing new ones | Everyone then knows where a logo or a campaign brief lives | Marketing, Design (Logos, Brand Guidelines, Important Creatives) and Development for every client |
| Move within a drive and copy across drives | Handing a file to the client should never remove your working copy | Move to stays inside one drive, and Share a copy leaves the original |
Brand files uploaded during a client's intake appear in the internal Design folder and are managed from the client's profile under Subaccounts, so move or delete them there. Short written material such as a brief or a process page usually belongs in Notes, where it can be linked from a task or a message, and Files is best kept for finished artifacts.
What Files accepts, refuses and previews
The limits are few and they are stated at the moment you hit them.
| Situation | What Files does |
|---|---|
| A file larger than 50 MB | Refused before the upload starts, with the limit named |
| An empty file | Refused |
| A program, script, web page, installer, disk image or shortcut | Refused, because these types are not stored in a drive |
| A type with no inline preview | Offers Download instead of a preview |
| A deleted file | Removed for good after a confirmation, with no trash to restore from |
| A deleted folder | Removed with everything inside it, after a confirmation that says so |
To find a file, search by name, narrow by type (images, documents, spreadsheets, presentations, audio and video, archives and other), sort by name, last modified, size or file type, and switch between a grid and a list. The header keeps a running count of files and stored size for the client in view.
How clients receive files and send them back
The portal shows a client one drive, the shared one, and nothing about how your team organizes its own.
What a client can do
A client opens Files in their portal and sees what sits in Shared Client Files. They can preview and download it, upload their own files with Send files or by dragging them in, create folders and rename what they added. A client administrator can delete files they uploaded themselves.
What a client never sees
Your personal drives and Internal Agency Files never reach the portal. Chat files appear only for conversations the client can open, in the same read-only Chat attachments view you use, so a file sent in your agency-only Chat channel stays with your team.
Where else a client's files turn up
The side rail of the Meeting Hub in Meetings previews the client's shared files, or the internal ones when nothing is shared yet, so the document under discussion is one click from the agenda.
Frequently asked questions
Can a client see my Internal Agency Files?
No. A client's portal shows the Shared Client Files drive and nothing else from the agency side. Your personal files and the Internal Agency Files drive stay with your team. To give a client a file that lives in one of those drives, use Share a copy to the client portal and the original stays where it is.
How large can a file be, and what does Files refuse?
A file can be up to 50 MB. Files refuses empty files and types that run or open as programs, such as executables, scripts, web pages, installers, disk images and shortcut files. The check happens before the upload starts, and the message names the file and the reason.
Does Files keep earlier versions of a document?
No. Files holds the file you uploaded, not a history of edits, and deleting is permanent after a confirmation. Put a version in the name, and use Duplicate to keep a copy before you replace a file. The detail drawer does record who added or moved a file and when.
What does the Share button actually give out?
A team link opens the file or folder for signed-in members of your workspace, and a portal link opens a Shared Client Files item for the client's own members and admins. Links open only for people who already have access. Nothing in the dialog creates a public web address.
How do I find a file that someone sent in chat?
Open the Internal Agency Files drive for the client and choose Chat attachments. It lists the files sent in the conversations you can open, one folder per conversation, and it is read-only. Files from direct messages stay with the people in them, so they appear only for those people.
Can my clients upload files to me?
Yes, through their portal. They use Send files or drag files into a folder in the shared drive, and can create folders and rename their own items. The files arrive in Shared Client Files, where your team sees them. Portal access, and with it client uploads, starts at the Scale tier.
Can I move a file from one drive to another?
Move to works inside a single drive. To put a file in front of a client, use Share a copy to the client portal, which copies it into Shared Client Files and leaves the original where it was. That way handing work over never removes your own working copy.