The client experience
What your clients see and do. No login required — just a secure link, a clear checklist, and easy ways to upload documents or fill forms.
Does my client need to create an account?
No. The client receives an email with a secure link. Clicking the link takes them directly to their personal checklist. No account, no password, no app download.
How is the client link secured?
The link contains a cryptographically random token generated server-side. The token is hashed before storage — the raw token is never stored. Possession of the link is sufficient to access the checklist, so treat it like a password and don't share it with third parties.
What does the client see when they open the link?
A personal checklist branded with your firm name. It shows: a greeting with their name, a progress bar, and a list of each item — with status (outstanding, submitted, accepted, rejected) and instructions for each. Completed items are clearly distinguished from outstanding ones.
How does a client upload a document?
On their checklist, each document item has a file upload area. The client drags and drops a file or clicks to browse. The file is uploaded immediately via a signed URL directly to the private storage bucket — it does not pass through Resoproof's servers. A confirmation shows when the upload succeeds.
How does a client fill a form?
Form items show a short questionnaire inline on the checklist. The client fills in the fields and submits. The submission is recorded and the item moves to Submitted status awaiting your review.
Can the client come back and check their progress?
Yes. The same link works every time. Progress is saved automatically. The checklist shows the current status of every item so the client knows exactly what's been received and what's still needed.
What happens if an item is rejected?
The item shows a Rejected status with the reason your firm provided. The client can re-upload or re-submit. The rejection and re-submission are both logged to the event chain.
Can the client see the defense record?
No. The client portal is for submission only. The defense record is a staff-facing and shareable-link-facing view. Clients do not have access to the event log or the generated record.
What does Resoproof log about client portal activity?
Portal open events (when the link is visited) are logged to the chain. Each submission, re-submission, and form fill is also logged — with timestamps but without the content of the submission, which lives in storage.