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Template: The Client Delivery Workspace

Published
By Elin S.
Rooms Templates Client delivery Best Practices

Clarity is a service

Clients fear portals because portals feel like homework. They have to remember a password, navigate a confused directory, and guess which file is the right one.

We can solve this with structure. A well-organized Dossira workspace feels like a clean conference room, not a storage unit.

Use this template for standard client deliverables: legal advice, consultancy reports, or financial reviews.

The Section Structure

Do not over-complicate. Use these four sections.

1. Internal Drafts (Optional)

  • Purpose: Work-in-progress files for your team.
  • Access: Members only.
  • Rule: Nothing here is promised to the client yet.

2. Current Deliverables

  • Purpose: The active version for the client to read.
  • Access: Members (Edit) + Guests (View/Download).
  • Content: The PDF report, the slide deck, or the contract draft.
  • Note: Keep this folder light. Archive old versions to keep the focus on now.

3. Data Room / Evidence

  • Purpose: Supporting material.
  • Access: Guests (View only).
  • Content: Large appendices, raw data exports, or source documents that support the main deliverable.

4. Decisions & Approvals

  • Purpose: The final record.
  • Access: Read-only for most.
  • Content: Signed PDFs and final versions.

The Operator’s Checklist

Before you invite the client, run this 2-minute pre-flight check.

1. Check the “One Version” rule. Open the “Current Deliverables” section. Is there only one version of the main file? If you have Report_v1.pdf and Report_v2_final.pdf, move the old one to an archive folder. Ambiguity causes errors.

2. Verify the names. Filenames are the interface.

  • Bad: DS_Exp_24_fin_v3.pdf
  • Good: Q3 Financial Report - Final - 2024-10.pdf

3. Test the Guest experience. Review the permissions. Can the Guest upload files (if you want them to add comments/edits)? Or are they View Only?

  • View Only: Best for final reports.
  • Upload Allowed: Essential for collaborative negotiation.

4. Set the context. Add a description to the workspace or the top section. A simple sentence helps: “This workspace contains the Q3 audit results. Please review the file in ‘Current Deliverables’ by Friday.”

Managing the Invite

When you invite the Guest, you are sending a signal of competence.

  • You are not asking them to make an account with a 12-character password.
  • You are offering a passkey link.

They click. They scan their face or touch their sensor. They are in.

This friction-free entry is why they will actually read the document inside the secure boundary, rather than asking you to “just email it.”

Closing the Loop

When the engagement ends, move the final agreed files to Decisions & Approvals. Then, seal the workspace.

This locks the state. The client can still log in to retrieve their copy, but they cannot change history. You have delivered the work, and you have preserved the proof.