For professional services
One seamless portal for milestone delivery. Built for professional services.
A secure client document portal for consultants, legal teams, and accountants who need Approve & Release, Scope Ledger visibility, and controlled milestone handover.
Why teams switch
Share reports, decks, and working papers through a controlled portal instead of open email or cloud folders.
Create a clearer acceptance moment with free release or payment and release per milestone.
Use Scope Ledger as a shared revision record both sides can reference, with export when you need a trail.
Key advantages
Built for firms where clarity and traceability matter
RELEAZ gives professional services teams a stronger release flow when sensitive documents, milestone approvals, and client certainty need to line up.
Scope Ledger
Keep revision and scope visibility in a shared record both sides can reference and export.
Structured Client Approval
Use Approve & Release so handover does not rely on vague email replies.
Secure Delivery Layer
Move document handover into a controlled portal with protected sources, optional password, and timed access.
Stripe Connect Release Flow
Starter uses a localized flat platform fee (from £2 / $3 by currency). Pro and Studio have no RELEAZ fee per transaction.
Zero Client Login
Clients access through secure magic links, with optional portal password when you need an extra gate.
Built for Stripe Markets Worldwide
Serve clients wherever Stripe Connect supports your business. Presentment follows your connected account currency across supported markets.
Controlled release for reports and working papers
Professional services teams often send high-value outputs through tools that were never built for the commercial weight of the moment. Reports leave by email or open folders with little structure around acceptance.
RELEAZ creates a formal release path without becoming practice-management software. Add RELEAZ Cloud, Drive, Dropbox, or external links. Clients review in a magic-link portal, approve with Approve & Release, then download individual files or a ZIP while the download window is open.
A shared trail for scope and revisions
Scope drift is rarely just operational noise for consultants, accountants, and legal teams. It affects expectations and commercial clarity. Scope Ledger keeps revision requests visible to both sides, pauses release while a round is open, and supports export when you need a shared trail.
That mutual record is the differentiator versus generic file sharing. Clients get certainty before they move ahead. Firms get a clearer boundary without turning the portal into a comment tool.
FAQ
Common questions
How sources, approvals, release, downloads, and revisions work for this workflow.
How is a secure client document portal different from email attachments?
Clients open a magic-link portal with optional password and timed access. Files can come from RELEAZ Cloud, Google Drive, Dropbox, or external links without exposing your original shares. Sign-off and release happen in one place instead of scattered inboxes.
What is Scope Ledger, and what is it not?
Scope Ledger is a shared, timestamped record of revision requests on specific files. Both sides see the same history. It is not live annotation, chat, or a project board. You can export the record when you need a shared trail.
How do reports and decks preview versus download?
PDF, text, and many Office files preview in the portal. Google Docs, Sheets, and Slides preview for review and download in editable Office formats when released. If a format cannot preview inline, clients see a clear unavailable message. Download still delivers the original after release.
Can advisory milestones be free release or payment and release?
Yes. Toggle payment per milestone. Free release completes after Approve & Release. Paid milestones settle on your Stripe account with Release & Pay. You remain Merchant of Record.
Can clients download one document or a full pack?
After Released status, clients can download individual files or a ZIP. Each milestone opens a seven-day download window from release. Starter portal access is seven days from first publish.
Do clients need accounts to review sensitive deliverables?
No. Clients use a secure magic link. Add an optional portal password when you want an extra gate without forcing client signup.
Next step
Give every client delivery a clearer audit trail
Start with a secure release portal, add client approval, and move milestone handover into a controlled flow built for professional services.