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Client Room

Deliver confidential client work in one private room.

Add the final deliverable and supporting material, invite the people who need access, and keep the files for one client matter together.

For legal, advisory, technical and specialist professional firms.

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Client delivery

The moment a Client Room fits

The work has been prepared internally and is ready to share with the client. Email attachments create copies; a broad client portal can be more than the engagement needs. A Client Room gives the matter one place of its own.

Suggested workflow

A suggested Client Room workflow

Use the room at the external delivery boundary while the rest of the engagement remains in your established systems.

  1. 1

    Choose the matter

    Start with Client Room when the main job is to deliver prepared work and supporting files to a client.

  2. 2

    Add prepared work

    Upload the report, advice and supporting files when they are ready to share.

  3. 3

    Set up access

    Add registered members or share selected files with a named recipient through confirmed-email access.

  4. 4

    Set expiry or revoke when needed

    Use expiry, revocation or reissue on external shares when access should change.

  5. 5

    Add revised material

    Upload a revised file with a clear name or folder position so the latest material is easy to find.

  6. 6

    Take available files with you

    Download the files available to you when the matter moves on.

What stays together

Clear delivery point

Put the report, advice or assessment clients should use now in one clearly named folder or file.

Supporting files beside the work

Keep appendices, source material and other prepared supporting files beside the deliverable in a clear folder structure.

Named recipient access

Invite registered members or share selected files with a named external recipient using confirmed-email access.

Downloadable matter material

Members and recipients can download the files available through their access path when the matter moves on.

Room starting points

Example Client Room templates

  • Legal opinion
  • Technical assessment
  • Financial review
  • Cybersecurity report
  • Valuation
  • Due-diligence report

Current product scope

What Dossira does today

A compact view of the file and access workflows a Client Room supports.

Included today

  • Rooms, folders and files

    Accepted members can organise folders and upload, preview, download or share prepared files when their assigned room role exposes those actions.

  • Registered members

    Organisation members work inside a room according to their technical role. Pending account invitations are not the same as accepted room membership.

  • Named recipient shares

    External recipients can open selected shares through confirmed-email PIN verification, or through an explicitly created link where that broader model is appropriate.

  • Expiry and revocation

    External shares can expire, be revoked or be reissued. Revocation prevents later access through that share but cannot retrieve an already downloaded copy.

  • Optional file-payload E2EE

    Supported enrolled-member flows can use optional file-payload E2EE. Filenames, folder metadata and current guest-sharing flows are outside that boundary.

Not included today

  • Collaborative document editing

    Drafting and real-time co-authoring stay in your document tools.

  • Guest uploads or guest passkeys

    External recipient access is for opening shared files, not for guest uploads, guest membership or passkey enrolment.

  • Version history and authoritative version state

    Dossira retains limited resource/version creator and timestamp provenance, but it does not provide a complete customer-facing version-history workflow or authoritative-version state.

  • Comments, approvals and decisions

    Customer-facing comments, acknowledgements, approvals and decisions are not implemented as Dossira workflow events.

  • Complete customer-facing activity ledger

    Dossira retains limited resource/version creator and timestamp provenance and share-management records. It does not provide a complete customer activity ledger or export.

  • Room sealing and closing export

    A room sealing lifecycle and complete close-and-export package are not implemented.

Questions professional firms ask

How do external clients receive files?
A registered member can share selected files with an external recipient through confirmed-email PIN verification or an explicitly created share link.
Can we replace a document with a revised version?
You can upload an updated file, but Dossira does not provide a complete customer-facing version-history view or an authoritative-version state. Use clear filenames or folders, and expire or revoke an older share when appropriate. Revocation cannot retrieve a copy that was already downloaded.
Can the client upload supporting material?
The current external-recipient flow is for opening shared files, not guest uploads. A registered room member can upload and organise files; use your existing intake process when a client should not be a member.
Can we record acknowledgement or approval?
No. Customer-facing comments, acknowledgements, approvals and decisions are not implemented. Record them in your firm’s established system.
Can the complete matter be exported?
Users can download files available to them, but a complete room export with activity, review and closing history is not implemented.
Where is the data hosted?
Dossira is provided by a Norwegian company. Customer data and user identities are hosted on Hetzner infrastructure in Germany and Finland. Dossira does not use AWS, Microsoft Azure or Google Cloud for this hosting.

Continue from fit to setup

How Dossira works

See the shared room lifecycle and how files, members and recipients fit together.

See how Dossira works

Pricing

Review the shared subscription model for one product and every room type.

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Client Delivery template article

See a simple, truthful file and folder structure for client delivery.

Open the Client Delivery example

Data hosting and trust

Read the exact hosting locations and infrastructure statement.

Review hosting and trust

Open an account for a Client Room.

Start with the kind of client matter you want to deliver.

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