Document Portals

Replace your shared drive with an AI-powered document portal

Contracts, case files, and HR documents shared over email or a shared drive leave no record of who saw what, or when. Betty Blocks generates a governed document portal connected to SharePoint, OneDrive, or the storage you already use, with an audit trail and access control built in from the first upload.

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Features

Build a secure document sharing portal with AI capabilities

Build a document portal for internal teams, external partners, or new-hire onboarding, matched to your security and compliance needs regardless of scale.

Share confidently

Protect files both in transit and at rest, so sharing with an external party doesn't mean losing control of them.

Self-service uploading

Let applicants, customers, or partners upload directly, without routing files through your team first.

Organize files

Structure file storage the way your team actually works, or describe it and let AI generate the layout.

Seamless onboarding

Move new hires through contracts and paperwork without a stack of email attachments to track.

Document search

Find the right file fast, with AI-assisted search across everything stored in the portal.

Auto-translation features

Have uploads in another language reviewed, translated, or routed automatically by an AI agent embedded in the portal.

Instant Build

See it built before you commit to it

Describe what you need, and after a short scoping session, we turn it into a working prototype within 24 hours, connected to real workflows, not a static mockup.

Book a Scoping Session

Instant Build

See it built before you commit to it

Describe what you need, and after a short scoping session, we turn it into a working prototype within 24 hours, connected to real workflows, not a static mockup.

Book a Scoping Session

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AI app generation
Governed by design
Connected to ERP

Generate custom AI portals that bridge the gap between your data and your people. Create secure, high-performance hubs for employees, clients, or partners built in weeks, not months.

Explore Portal Solutions

AI app generation
Governed by design
Connected to ERP

Generate custom AI portals that bridge the gap between your data and your people. Create secure, high-performance hubs for employees, clients, or partners built in weeks, not months.

Explore Portal Solutions

AI app generation
Governed by design
Connected to ERP

Generate custom AI portals that bridge the gap between your data and your people. Create secure, high-performance hubs for employees, clients, or partners built in weeks, not months.

Explore Portal Solutions

Frictionless Portals

Generate a secure AI portal for file uploads

Combine security with a fast upload experience in a document portal built with Betty Blocks. Use the AI assistant to generate the interface, then connect it to the storage and workflows document sharing actually needs.

Digitize Employee Processes

Extend any client portal with document sharing features

Add document sharing to a client portal you already have. Betty Blocks generates it around your governance and compliance requirements, and keeps every version consistent as you scale through Master Templates.

Legal Operations

Law firm document portal and legal request intakes

Legal work needs precision and a clear record of who touched what. A document portal for law firms centralizes request intake, client file uploads, and case documentation in one governed environment.

Digital Onboarding

Secure file upload for onboarding of new employees

Move new hires through contracts, IDs, certificates, and forms in one controlled flow instead of a chain of email attachments. Each upload can trigger the next step automatically, an approval, a task, or a sync to your HR systems and ATS software.

Secure Collaboration

Provide users with a safe environment for sharing files

User roles, permissions, and SSO are built into the portal from the start. Share files with clients, vendors, and partners without exposing anything else in your systems.

Instant AI Generation

Generate your document portal with a single prompt

Describe for which audience you are creating your web portal, and watch Betty Genius deliver an AI-generated prototype instantly.

Connect with the document and file-sharing tools you already use

Frequently Asked Questions

FAQ about creating document management portals with Betty Blocks

Can I create a free document upload portal with Betty Blocks?

Is Betty Blocks suitable for building document-sharing portals for investors?

Am I able to add document sharing to my CRM portal?

Can I collaborate with customers in my custom document portal?

I want to know more about building secure document portals with Betty Blocks. Who can speak to?

Get in touch

Stop waiting for your roadmap to catch up

Don't let a rigid ERP stall your AI roadmap. Use the Betty Blocks orchestration layer to build the portals and autonomous agents your core systems can't, at the speed of a prompt.

See the platform in action

Get in touch

Stop waiting for your roadmap to catch up

Don't let a rigid ERP stall your AI roadmap. Use the Betty Blocks orchestration layer to build the portals and autonomous agents your core systems can't, at the speed of a prompt.

See the platform in action

Get in touch

Stop waiting for your roadmap to catch up

Don't let a rigid ERP stall your AI roadmap. Use the Betty Blocks orchestration layer to build the portals and autonomous agents your core systems can't, at the speed of a prompt.

See the platform in action