One workspace for you and your clients

Run the work. Share it with clients.

Tasks, docs, chat, and files in one place — with a client portal that shows people exactly what they need, and nothing they don’t.

upflio.app/board/redesign
Kanban board — drag a task across columns

Everything a project needs — and a front door for the client

Four things you’d otherwise juggle across five tools, plus the one most tools skip: a clean, controlled view for the people you work for.

★ Signature feature
Share files to clients

Send a file. They see it in their portal — instantly.

Pick a file, choose a client, done. They open a clean portal with only what you shared — no logins into your workspace, no clutter, no accidental access.

  • Share a single file or a whole folder
  • Clients see only what’s theirs — scoped by design
  • Revoke access any time, in one click
upflio.app · sharing
Docs

Docs that live next to the work.

Briefs, notes, specs — right beside the tasks and files they’re about. @mention a teammate to pull them in, and it lands as a notification.

  • Rich text — headings, lists & links
  • @mentions that notify the right person
  • Attached to the project, not a separate drive
upflio.app/docs
Docs workspace with recent and favorited documents
Team chat

Talk where the work lives.

Channels per project, direct messages, and @mentions — so conversations stay next to the tasks and files they’re about, not buried in email.

  • Channels & DMs
  • @mentions with notifications
  • Tied to the project, not a separate inbox
upflio.app · #redesign
Team chat with messages, mentions and DMs

Roles for your team, a request line for your clients

Custom roles with per-capability permissions
Custom roles & permissions
Client portal tickets list with status and priority
Clients raise tickets from their portal

Give your clients a front door.

Start free. Invite your team, share your first file with a client, and see the difference.