Your clients deserve better than a PDF sent by email at 11 PM
Your clients deserve better than a PDF sent by email at 11 PM
A report as an attachment is a deliverable that vanishes into an inbox. A professional portal is an experience that builds trust.
PDF by email is costing you more than you think
Every report sent as an attachment reinforces the one perception you work so hard to eliminate: that you are a freelancer doing your best.
Lost in the inbox
Your 40-page report lands between an Amazon promo and an HR email. The client spends 10 minutes looking for it, then writes you to ask for it again.
Zero read tracking
You have no idea whether the client opened your deliverable, read the recommendations or simply archived the email. You follow up blindly.
Freelancer image, not a firm
A PDF attachment is exactly what $500-a-day freelancers do. Your clients cannot tell the difference between you and a solo consultant.
PDF by email vs professional portal
Without a client portal
With Xpert6
A portal that replaces PDF by email
Every feature is designed to eliminate the pain points of PDF by email and create a client experience worthy of a top-tier firm.
Deliverables organized by engagement
No more scattered attachments. Every document is filed by project, accessible in one click from the client portal.
View notifications
Get alerted when your client opens a deliverable. Know exactly what to follow up on and when to step in.
White-label portal
Your logo, your colours, your domain. The client never sees "Xpert6". They see your firm, period.
Secure, controlled access
Each user has their own login. You control who sees what, without sending unencrypted attachments.
Complete exchange history
Comments, approvals and versions all in one place. No more digging through email threads.
Big-firm impression
Your clients get the same experience as McKinsey or Deloitte clients. Your credibility goes up a notch with zero extra effort.
Three steps to eliminate PDF by email
Set up your portal
Add your logo, colours and domain. In 15 minutes, your client portal is ready to receive deliverables.
Upload your reports
Drop your deliverables into the relevant engagement. The client gets an automatic notification with a secure link.
Track consultation
See in real time who opened what. Prepare your follow-ups with data, not guesswork.
Stop sending PDFs by email at 11 PM
Give your clients a professional portal experience. Set up your space in 15 minutes, no credit card required.
12-day free trial. No credit card. No commitment.
