ClientVault · by Worksub

In development

Your clients’ certificates in one portal, with the expiry dates watched for you.

ClientVault will give each of your clients a login to see their certificates, inspection reports and compliance documents. It will send reminders before anything expires and keep an audit trail of who viewed and uploaded what. It goes out under your firm’s name, not ours.

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For fire safety firms, insurance agencies, clinics and safety consultancies. From Worksub, the team behind CertPilot and EstoppelPilot.

The problem

Compliance documents live in email threads.

Clients ask for the same certificate three times a year. Expiry dates sit in someone’s calendar, or nowhere. When an auditor asks who received which document and when, the answer is a search through sent mail.

Generic file-sharing tools don’t know what an expiry date is. Enterprise compliance platforms cost more than the firm.

  • “Can you resend that?”

    Every request for a document someone already has is time your team doesn’t bill.

  • Expiries slip

    A lapsed certificate is a client’s problem, and then it becomes yours.

  • No audit trail

    Proving what was delivered, and when, means digging through email.

How it will work

What ClientVault is planned to do

This is the plan, not a shipped product. The waitlist decides what gets built first, and what you tell us shapes it.
  1. 1

    Upload once

    Your team will upload a document to a client’s vault and set its expiry date. Bulk upload for the backlog.

  2. 2

    Clients log in

    Each client will get their own login, branded with your firm, to view and download their current documents any time.

  3. 3

    Reminders go out

    Before anything expires, ClientVault will remind your team and the client, on a schedule you set.

  4. 4

    Everything is logged

    Every upload, view and download will be timestamped in an admin view you can export.

Honest scope

What it will do, what it won’t, and what stays with you

Planned to handle

  • Client logins and document vaults
  • Expiry tracking and reminders
  • Admin audit log
  • Your firm’s branding

Won’t do

  • Produce the documents for you
  • Replace your agency management system

Comes later

  • E-signature
  • Client uploads with approval
  • Integrations with your existing tools

FAQ

Questions about ClientVault

Is this HIPAA compliant?

Not in the first version, and we won’t claim it until it is. If you need it, say so in the form; it tells us how to order the work.

Can it carry our branding?

Yes, that is the plan: your logo, your colors, your domain. Clients see your firm, not ours.

Does this exist yet?

Not yet. It’s in development, and teams on the waitlist get access first. Interest from teams like yours determines what we build next.

What happens when I sign up?

Your email goes on the list for this product, and nothing else. We’ll write when there’s something to try, and we might ask you a question or two about how you work today. No newsletter, and we never share your address.

Want ClientVault built?

Join the waitlist for early access. We’ll reach out when it’s ready for its first teams.

No newsletter. We never share your address.