Exchange in both directions
Clients upload documents directly in the portal and assign them to a project or task. The brief arrives where the team works.
Client data room
A data room for your team and clients.
The OOKI client data room is a shared place for project files. Your team and client exchange documents there. Visibility settings separate internal documents from shared content.
Try the demo (DE)Work together.Share selectively.
Team / workspace
- Brief.pdf
- Costing.xlsx
- Internal notes
Stays with your team
Release
Only selected content
Client portal
- Brief.pdf
- Service record
- Invoice
Released to the client
Less searching. Clearer sharing.
Visibility is a choice
The team view distinguishes internal files from client-visible files. A file in a project is therefore not automatically shared with the client.
Context stays intact
Documents sit alongside tasks, service records and invoices. This makes it easier to link them to the assignment without implying an archiving guarantee from a file list.
One shared place for documents.
Team or client
Assign the document
Upload a file to the right project and, if needed, assign it to a task.
- Starting point
- Brief or project file
- Outcome
- File in project context
Authorised team member
Set visibility
Distinguish internal content from the selection intended for clients.
- Starting point
- Project file
- Outcome
- Document with deliberate access
Client
Make it available in the portal
The portal brings together visible documents and download options.
- Starting point
- Shared documents
- Outcome
- Traceable exchange
Questions from agencies and consultancies
What is an OOKI client data room?
The client data room is the project space for exchanging documents between your team and the client. Briefs, deliverables and other files belong to their project. You decide which content stays internal and which content the client can see.
Can clients upload files for our project themselves?
Yes. The client portal has an upload area and a download area for shared files. Clients can associate files with the relevant project or task. An agency can receive a brief and image assets directly in the context of the assignment.
How do I keep an internal cost calculation out of the client view?
Keep the calculation marked as internal and share only documents intended for the client. Uploading a file does not itself grant client access. Check the client view afterwards; internal notes and cost documents should remain outside the shared selection.
When is a data room particularly useful for a consultancy?
When an assignment involves many incoming documents and outgoing deliverables, the project connection keeps them organised. A practical sequence is to collect source documents, work on them internally and then share the selected results presentation with the client.
Is this an audit-proof archive?
There is no evidence for that claim. File exchange, versioning and audit-proof archiving are different requirements.
See the data room from the client's perspective.
Open the example demo and compare internal documents with those in the client portal.
Try the demo (DE)