The Client Vault Magazine
Everything you need to run a firm in 2026: compliance, productivity, field insights.
Articles, case studies, and tutorials for professionals who want to automate their firm without sacrificing compliance. Updated weekly.
Featured
Collection Mode: distribute, protect, and monetize your content with your secure vault
Client Vault is enhanced with a new mode, the Collection. A content catalog — videos, audios, PDFs, fact sheets — organized into sections, which your clients explore freely. You sell access section by section, your files remain non-downloadable and marked…
Latest posts
All the news from this week
E-commerce and Webhook safeguards are revealed, the user journey gets a refresh, and the scheduling feature arrives
This update adds three important things. Journey steps that unlock after a purchase or external validation, a completely redesigned journey, and a real calendar…
Client Vault 2.2: Native client messaging + Fluent CRM: talk to your customers without third-party email
Client Vault gains a native advisor-to-client messaging system, hosted within the vault. You write to your clients, they reply, and no content leaves your…
Client Vault 2.0: Revolutionize your client tracking, achieve powerful results for each client!
Client Vault is upgrading and moving to 2.0. An agency vault to pool your resources, a design revamp across all menus, a natural language…
★ Solution featured in our articles
Client Vault Pro · €297 one-time. ROI on day 4.
The management platform that structures every engagement, automates follow-ups, and generates your defensible records. No per-client, no per-seat, no per-GB pricing.
Major update: User experience and ease of use at the heart of your vault
In brief: this major update redefines the client journey experience, for both managers and clients. Automatic follow-up emails, participant pausing, fine-grained control over what each…
Client Vault expands to 17 languages: 6 new ones for your Asian clients
In brief : Client Vault expands from 11 to 17 languages. Chinese (Traditional and Simplified), Japanese, Korean, Indonesian, and Vietnamese join the vault — Chinese…
The Public Roadmap Has Arrived: What’s Next for Your Client Vault
In brief: Client Vault’s roadmap is public and community-driven. You can follow each project by status — proposed, under review, planned, delivered — and…
Your data, your clients, your profession — under your control.
Attorney-client privilege and WhatsApp: what Art. 66-5 says
In short: using WhatsApp with a client is not formally prohibited for a lawyer, but this channel only covers transmission. Storage, professional-personal separation, enforceable…
GDPR 2026: the 5 questions a client may ask you about the security of your exchanges
In short: clients are increasingly asking questions about the security of their data. Five questions come up for every sensitive case. Here are the…
Your practice is too valuable to be rented | Client Vault
In short: renting business tools from an American SaaS provider exposes a French firm to the CLOUD Act, pricing dependency, and vendor lock-in. Owning…
The methods used by freelancers and firms who reclaim 6 hours a week.
The 5 client reminders to automate starting this week
In short: half of file delays stem from a single cause — the client forgetting to send you a document. Five scheduled follow-ups are…
The secret of independent professionals who finish their deliverables on the 10th instead of the 15th
In short: the difference between a firm that wraps up on the 15th and one that wraps up on the 10th is not the…
7-step client onboarding: from the first meeting to signing
In short: a good onboarding process is not measured by its speed, but by the trust it builds. Seven steps, from the first appointment…
Firms, numbers, defensible field reports.
Justifying a +30% price increase without losing clients: the premium experience method
In brief: raising your rates by 30% without losing clients is not about your pitch — it is about the perception of value. Four…
High Ticket Coach: how to increase your NPS from 42 to 81 in one quarter
In brief: for a high-ticket coach with 30 clients at an average ticket of 6,000 €, the challenge is not the coaching itself —…
Real estate agency with 3 negotiators: sales agreements signed in 4 days instead of 11
In short: a typical real estate agency with three negotiators can, by automating the Compromis-Vente process, reduce its average signing time from 11 to…
Tutoriels & nouveautés produit
Master Client Vault — step-by-step guides and product news.
E-commerce and Webhook safeguards are revealed, the user journey gets a refresh, and the scheduling feature arrives
This update adds three important things. Journey steps that unlock after a purchase or external validation, a completely redesigned journey, and a real calendar…
Client Vault 2.2: Native client messaging + Fluent CRM: talk to your customers without third-party email
Client Vault gains a native advisor-to-client messaging system, hosted within the vault. You write to your clients, they reply, and no content leaves your…
Client Vault 2.0: Revolutionize your client tracking, achieve powerful results for each client!
Client Vault is upgrading and moving to 2.0. An agency vault to pool your resources, a design revamp across all menus, a natural language…
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