One workspace to run client work
(without tool sprawl)
Client portal, billing, and audited documents in one controlled system.
Built for businesses handling sensitive data and real deadlines. Replace Drive/Dropbox, email attachments, spreadsheets, and scattered client portals.
$99 per user / month · 30-day free trial · No credit card required
Everything You Need in One Place
Stop juggling tools. Start working.
Client Portal
Give clients a secure place to view invoices, upload files, and access shared documents.
No more email attachments. No more "which version is current?"
500 clients included per user.
Billing & Payments
Centralize invoices, payment history, and customer records in one place.
Clients see their own billing without email back-and-forth. You see who owes what.
Audited Documents
Encrypted uploads. Full version history. Complete audit trail.
See who accessed what, who changed what, and when. Nothing important disappears.
Automate Without Complexity
Streamline routine work with easy automation. Unlike rigid enterprise systems, you set the rules – automation supports your workflow, instead of dictating it.
- ✓Schedule recurring tasks or reminders
- ✓Trigger actions based on conditions
- ✓Build simple workflows visually
- ✓Optional AI assistance (you always stay in control)
Automation that works for you, not against you.
Built for Accountability & Compliance
Every change is tracked. Every action is traceable. Full audit trails.
Full Version History
Complete history of changes that cannot be tampered with.
Audit Logs
All permission changes and access events are logged.
Data Isolation
Single-tenant environment for security compliance.
Retention Controls
Configure policies for GDPR, HIPAA, and more.
Perfect for Professional Services
Built for businesses that handle sensitive client data
Law Firms
Client portals for document exchange. Matter-based organization. Audited access logs for compliance.
SOC 2 Type II roadmap for firms that require it.
Accounting Firms
Secure file collection. Centralized billing. Client self-service for documents and payment history.
Contractors
Job-based records. Document control for plans and permits. Client access without email chaos.
Templates Coming Soon: Estate Planning, Family Law, Bankruptcy, Tax Prep, General Contracting
One workspace. Your rules. Your data.
Simple per-user pricing. No hidden fees. Cancel anytime.
30-day free trial · No credit card required
- ✓500 clients included per user
- ✓5,000 newsletter subscribers per user
- ✓Unlimited documents (reasonable use)
- ✓Unlimited matters/projects
- ✓Long-term data storage available*
- ✓AI agents and automation available*
- ✓Custom OpenClaw agent trained on your data*
- ✓No per-client fees
* Additional fees may apply
Start Free TrialUnify and Empower Your Operations
Stop fighting against one-size-fits-all software. With WebDaVinci Ops, you get a platform that molds to you.