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
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Client Vault 20.43: template journeys, a journey ready for every new client
With Client Vault 20.43, you prepare a journey just once. Every new client gets their own, even from a form, thanks to FluentCRM.
Latest posts
All the news from this week
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Client Vault 20.42: Team mode, your whole team around every client
Team mode arrives in Client Vault: your colleagues, your client, their family and their partners work in the same secure digital vault, each at…
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Client Vault 20.37: a fully redesigned admin, and your brand everywhere
A complete redesign of the admin, built from your feedback: a navigation bar, clear home pages, fewer clicks for every task, and your brand…
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Client Vault 20.36: your brand everywhere, your documents always within reach (October 1 update)
Your name and logo in the admin, a copy of your security key in one click, and a guided start right from installation.
★ 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.
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The new Client Vault website: simpler, clearer, and a demo ready in a few seconds
Client Vault has a new website. One clear page that shows the vault, the journeys and the real screens, built on the same logic…
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Client Vault becomes compatible with native Fluent Community pages
Client Vault 20.33 is compatible with the new Fluent Community Space Pages. The complete vault is displayed there, with a dedicated block in their…
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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 data, your clients, your profession — under your control.
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Attorney-Client Privilege and WhatsApp: What Article 66-5 Says
WhatsApp protects a message in transit, not the life of a case document. Here’s how to keep the ease of messaging and give your…
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GDPR 2026: 5 Questions Clients May Ask About the Security of Your Exchanges
Where is my data, who reads it, and what if you get hacked? Five questions come up in every sensitive case. Here are clear…
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Your firm is too valuable to be rented
Rented software is a lease: the rules change without you. Here’s why owning your tools protects your clients, your budget and your freedom, and…
The methods used by freelancers and firms who reclaim 6 hours a week.
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Client Vault becomes compatible with native Fluent Community pages
Client Vault 20.33 is compatible with the new Fluent Community Space Pages. The complete vault is displayed there, with a dedicated block in their…
-
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…
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5 client reminders to automate this week
A missing document, a deadline coming up, a forgotten step: five reminders are enough to keep your cases moving without thinking about it. Here’s…
Firms, numbers, defensible field reports.
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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…
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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 —…
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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.
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Client Vault 20.42: Team mode, your whole team around every client
Team mode arrives in Client Vault: your colleagues, your client, their family and their partners work in the same secure digital vault, each at…
-
Client Vault 20.37: a fully redesigned admin, and your brand everywhere
A complete redesign of the admin, built from your feedback: a navigation bar, clear home pages, fewer clicks for every task, and your brand…
-
Client Vault 20.36: your brand everywhere, your documents always within reach (October 1 update)
Your name and logo in the admin, a copy of your security key in one click, and a guided start right from installation.
You've read — now try it
Every method in this blog, already built in to Client Vault.
Online demo, no appointment, no sales pitch. Explore all of Client Vault at your own pace, then choose your license.