Individual "Client Portals"#2567

We have been getting a TON of requests from users to have individual client “portals” - where one person could login and see files uploaded just for them. Woudl also ideally house individual proposals or contracts (that we’d be able to generate within the system), a way for clients to electronically sign said proposals or contracts, and a place for them to download or view content specific to that one person.

THIS is the kind of requests or questions we are getting from potential new users: “Is there a place to interact with the client once they have purchased a program or service? I am looking for a place to send lab results, share individual notes with the client etc.”