Private by design

Ask questions of every folder and document your partners send.

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.

Sunlit desk with neatly stacked documents and folders

Built for the way partnerships actually work

Shared drives store files. PartnerVault holds you to a structure, tells you what is missing, and keeps a record you can stand behind.

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.

Combine and compare

Select several documents and get one merged brief, a side-by-side comparison, or a single downloadable PDF stitched together.

Draft a new document

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.

Templated structure

Reusable folder templates for each partner type, so every relationship starts with the same clear structure.

Missing-item checklist

Define what each partner must provide and see at a glance what has arrived and what is still outstanding.

Complete audit trail

Every upload, view, download and admin action is recorded with actor and timestamp, so you always know who did what.

Private by partner

Each partner is isolated in their own invitation-only portal and can never see another partner's files, people or history.

From template to tracked delivery

  1. 01

    Choose a folder template

    Apply a predefined structure for the partner or project, so everyone knows where each file belongs.

  2. 02

    Invite and define the checklist

    Send a named invitation and list exactly what the partner must provide — contracts, invoices, deliverables.

  3. 03

    Track, ask, and audit

    See what is missing at a glance, ask questions about the files, and review a full history of every action.

Pricing that grows with your partner list

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.

Starter

Prove the concept with a handful of partners.

Free

Start free
Partner portals
3
Team seats
2
Storage
10 GB
Document questions
50/mo
AI units
2,000/mo
Folder templates
1
History retention
1 months
  • Combine and compare documents
  • Draft new documents
  • Read scans and photographs
  • Buy extra AI units
  • Google Drive import
  • Custom branding and domain
  • Audit export
  • Single sign-on
  • Priority support

Professional

Most popular

For a working team running many partner relationships.

$49/month

Choose Professional
Partner portals
25
Team seats
10
Storage
250 GB
Document questions
1,000/mo
AI units
20,000/mo
Folder templates
Unlimited
History retention
12 months
  • Combine and compare documents
  • Draft new documents
  • Read scans and photographs
  • Buy extra AI units
  • Google Drive import
  • Custom branding and domain
  • Audit export
  • Single sign-on
  • Priority support

Business

Unlimited portals, long retention and your own branding.

$199/month

Choose Business
Partner portals
Unlimited
Team seats
50
Storage
2,048 GB
Document questions
Unlimited
AI units
100,000/mo
Folder templates
Unlimited
History retention
84 months
  • Combine and compare documents
  • Draft new documents
  • Read scans and photographs
  • Buy extra AI units
  • Google Drive import
  • Custom branding and domain
  • Audit export
  • Single sign-on
  • Priority support

Enterprise

Governance, single sign-on and a dedicated contact.

Let's talk

Contact us
Partner portals
Unlimited
Team seats
Unlimited
Storage
Unlimited
Document questions
Unlimited
AI units
Unlimited
Folder templates
Unlimited
History retention
Unlimited
  • Combine and compare documents
  • Draft new documents
  • Read scans and photographs
  • Buy extra AI units
  • Google Drive import
  • Custom branding and domain
  • Audit export
  • Single sign-on
  • Priority support

Every plan includes invitation-only access, folder templates, checklists, document-aware answers and a full audit trail.

Set up your first partner portal today.

Free for three portals. Already have an invitation? Sign in instead.