Store and manage your client files safely, securely, and efficiently with Caspen.
Documents and photos live on the client’s record, organised in folders and shared with the client when you choose.
Each client has their own files area. Create folders inside folders, and step back up through the path at the top.
Choose several files at once. A panel shows each file’s progress and where it is going, and you can cancel any of them.
Every client gets a Team’s shared folder for files you share with them, and a Client’s shared folder for files they upload from the client portal.
Progress photos are sorted by year and month, open full screen, and can carry a description.
Each file shows who created it and when, and uploads and deletions are recorded in the action logs.
Small things that make client documents easy to keep and easy to find.
Store PDFs, Word, Excel and PowerPoint files, images, video, audio, CSVs and more, up to 40MB each.
Rename any file or folder, or move it into another folder in a couple of clicks.
Star the photos that matter and see just your favourites in one view.
Add a client’s files to a case so the paperwork sits with the referral.
In the portal, clients can make folders and rename, move or delete the files they have uploaded.
Merging duplicate clients brings their files, folders and photos together on one record.
Grow and scale your business with an all-in-one practice management platform.