Category
Tutorials & news
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…
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…
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…
Major update to Client Vault: 11 languages, flawless emails, and a sharpened interface
In brief: a new version of Client Vault has just been released, and it’s a significant update. Its goal can be summarized in one…
Client Vault Pro – Orchestrate your clients’ support journey so that none drop off in silence.
In brief — Client Vault Pro adds a layer of scripted journeys (individual, group, or free-form) to the Solo vault, with configurable guardrails, native…
Client Vault Solo — The digital vault that eliminates “I didn’t receive it” between you and your clients
In brief — Client Vault Solo is a WordPress plugin that you install on your own server. Your clients deposit documents, videos, and files…
Configure a standard ‘Compromis-Vente’ workflow in 12 minutes (checklist)
In brief: A Sale-Compromise workflow consists of six steps that follow automatically between your seller client, your buyer client, and your follow-ups with notaries.…
Selling Client Vault to a law firm: WP agency pitch 2026
In brief: if you are a WordPress agency already serving professional firms — lawyers, notaries, chartered accountants — and you see your clients managing…
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