What the business needs from the exchange
Give the account owner a release reference, recipient and review deadline.
SECURE CLIENT FILE SHARING
Secure file sharing with clients
Give each client a named route to the proposal, report or contract they need. Your account team can check the release and its activity when the client calls.
Start my free trial ↗7 days. Up to 5 users.
No credit card required.
No credit card required.
01 / CONNECTED PEOPLE
Prepare a client-specific package
Open the final documents and check the client name, reporting period and revision. Remove internal notes and unrelated attachments.
What the client needs from the exchange
Tell the client which file to open and what response you need.
02 / A WORKABLE PROCESS
Invite the designated reviewer
Confirm who will review the package and how long they need it. If another adviser joins, check the request with the client before adding them.
01↗
Onboarding
Confirm the client contact and agree how documents will be exchanged.
02↗
Recurring delivery
Label each issue with its period and revision so the client can identify it.
03↗
Sensitive requests
Check the request through the agreed contact before releasing confidential material.
04↗
Closure and handover
Record what was delivered and review outstanding access when the engagement ends.
CUSTOMER PERSPECTIVES
All customer stories ↗“
“I would highly recommend MX to anyone looking to send and receive secure data quickly and efficiently.”
Daniel FrancisProject Engineer, Envisage Group
Read the story ↗01 / 02
Trusted with valuable business data
03 / TWO DIFFERENT JOBS
Handle a revised document
Identify the replacement version in the invitation and tell the client what changed. Review access to the earlier release.
What the business needs from the exchange
Give the account owner a release reference, recipient and review deadline.
What the client needs from the exchange
Tell the client which file to open and what response you need.
04 / THE DETAILS MATTER
Follow up from the original exchange
Check the recorded activity before creating a second copy. Use the exchange reference when discussing delivery with the client.
EXCHANGE NOTE01 / 02
What the business needs from the exchange
Give the account owner a release reference, recipient and review deadline.
EXCHANGE NOTE02 / 02
What the client needs from the exchange
Tell the client which file to open and what response you need.
GOOD QUESTIONS. CLEAR ANSWERS.
A clearer route.
From the start.
Practical answers about secure client file sharing and where MX fits.
How does MX fit this workflow?+
Give each client handoff a named recipient, a practical access window and a return route for files. Your team keeps the evidence needed to follow up without making the client experience heavy.
What controls can we apply to a file exchange?+
Named-recipient access, authentication, permissions and expiry settings help define the exchange. Activity records let your team review what happened. The available configuration should be matched to your requirements.
Does MX replace our existing work tools?+
Keep creating, editing and storing files in the systems your team already uses. MX focuses on controlled handoffs, rather than background synchronization, live co-authoring or permanent backup.
What is included in the free trial?+
Try the MX feature set for 7 days with up to 5 users. No credit card is required.
YOUR NEXT EXCHANGE STARTS HERE
Try a sample exchange
Invite a colleague to receive a sample file, then review the access settings and activity together.
7 days freeUp to 5 usersNo credit card
- Full feature access
- Unlimited file size transfers
- Named recipients and MFA
- Custom branding and upload portals