Answers from the documents themselves
Ask about a folder or a single file in plain language and get an answer drawn only from that partner's documents, with links to every source.
PartnerVault is the platform that reads your partners' documents. Ask a plain question and get an answer with links to the exact files — or combine several documents into one brief, compare them side by side, or draft a brand-new document — an invoice, a memo, a statement of work — from the files themselves. All inside a private, invitation-only portal with a full audit trail.
Free for 3 partner portals. No credit card. Your partners join by invitation only.

Shared drives store files. PartnerVault holds you to a structure, tells you what is missing, and keeps a record you can stand behind.
Ask about a folder or a single file in plain language and get an answer drawn only from that partner's documents, with links to every source.
Select several documents and get one merged brief, a side-by-side comparison, or a single downloadable PDF stitched together.
Write a new invoice, memo or statement of work from the strongest parts of the files you pick — download it as Word or file it straight back into the portal. Save your instructions as a reusable template.
Reusable folder templates for each partner type, so every relationship starts with the same clear structure.
Define what each partner must provide and see at a glance what has arrived and what is still outstanding.
Every upload, view, download and admin action is recorded with actor and timestamp, so you always know who did what.
Each partner is isolated in their own invitation-only portal and can never see another partner's files, people or history.
Apply a predefined structure for the partner or project, so everyone knows where each file belongs.
Send a named invitation and list exactly what the partner must provide — contracts, invoices, deliverables.
See what is missing at a glance, ask questions about the files, and review a full history of every action.
Start free with three portals. Move up when you need more partners, more storage, longer history or your own branding.
An AI unit is roughly a thousand words read by the artificial intelligence. A short question costs a unit or two; reading a long contract or drafting a document costs more. Your plan page shows exactly where the units went.
Prove the concept with a handful of partners.
Free
Start freeFor a working team running many partner relationships.
$49/month
Choose ProfessionalUnlimited portals, long retention and your own branding.
$199/month
Choose BusinessGovernance, single sign-on and a dedicated contact.
Let's talk
Contact usEvery plan includes invitation-only access, folder templates, checklists, document-aware answers and a full audit trail.
Free for three portals. Already have an invitation? Sign in instead.