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Secure Client Messaging

Some documents shouldn’t travel by email.

Give every client a private room for conversations, documents and signatures, instead of scattered email threads.

Book a demoSee how it works
Encrypted at restFiles and message text
Download links expireOld links stop working
The LetterGuard client room: a list of client rooms, a conversation between office staff and a client with PDF and image attachments, and the room’s members, files and security settings.

Who it’s for

Built for every office that handles sensitive client documents.

  • Law
  • Mortgage
  • Title & escrow
  • Accounting & tax
  • Financial advisory
  • Real estate
  • Insurance
  • Property management

How LetterGuard helps

Fewer back-and-forth emails, no lost attachments, and a clear record of every file you send and receive.

A private room for every client

Each client gets their own room where your staff and the client message back and forth and share files in one conversation. No more scattered email threads or hunting for the latest attachment.

A client’s private room: a chat-style message thread between office staff and a client, with PDF and image attachments shown as file cards with download buttons.

Documents and signatures, out of email

Tax returns, account statements, leases, claim photos: clients drop them straight into their room from a computer or phone and see each upload finish. Need a signature on an engagement letter, lease, listing agreement or application? Send it in the room. The client signs from a computer or phone, and the signed copy and its record stay in the room.

The upload state: a drop zone over the thread and three files uploading, one done, one still uploading, and one over the file size limit.

Know who downloaded what

Preview documents safely without downloading. When someone does download, the link expires after a set time, so old links stop working. Each file keeps a record of who uploaded or downloaded it, and when.

A file details dialog showing a PDF’s name, type, size, who uploaded it and when, an expiring download link notice, upload and download activity, and a Download button.

Every client at a glance

One inbox shows every client room, its latest conversation, and what’s waiting on your office.

The staff inbox listing client rooms with their latest activity and status.

Easy for clients

Clients get an email from your office when there’s a new message or file, then sign in with a one-time code, with no password to remember. They see the same conversation in a simpler view.

The client’s view of their private room, with the message thread, an upload area, and their files.
The client view on a phone.

Safe uploads, secure sign-in

Executable and macro files are blocked before they reach a room, and files never open directly in the browser, protecting your office and your clients. Files and messages are encrypted at rest, and staff sign in with two-factor login. On Professional, every upload is also scanned for malware.

Quick to set up, and your data stays yours

Invite your clients in bulk, and each one gets their own private room. Export your data anytime, so your records always stay in your hands.

Works beside your tools

Add LetterGuard. Keep everything else.

No new phone system, no email migration, no IT project. Your office keeps working the way it does, and clients just get a link to their private room.

  • Your office software stays as it is
  • Your email and phone numbers don’t change
  • Clients sign in from a link, with no password

Pricing

One price per office. No per-seat fees.

  • Unlimited staffAdd your whole team at no extra cost
  • Clients always freeClients never pay to use LetterGuard
Billing period

Essentials

$99/mo

$990/yr

or $990/yr, billed yearly

Billed yearly. Save 2 months.

For a small office getting started.

Book a demo
  • Files up to 250 MB each
  • 25 signing requests a month
  • Access records kept for 1 year

Professional

$299/mo

$2,990/yr

or $2,990/yr, billed yearly

Billed yearly. Save 2 months.

For busier offices with more clients.

Book a demo
  • Everything in Essentials
  • Files up to 2 GB each
  • Unlimited document signing
  • Malware scanning built in
  • Access records kept for 5 years

Custom

Priced for your office

For offices with larger or special needs.

Contact us
  • Everything in Professional
  • Custom file limits
  • Access records: contact us

Every plan includes

  • A private room for every client
  • Messages and files in one conversation
  • Document signing in the client’s room
  • Unlimited staff
  • Free client access
  • Bulk client invites
  • Email-code client sign-in, no passwords
  • Two-factor login for staff
  • Client email notices and message alerts
  • Files and messages encrypted at rest
  • Download-only files with expiring links
  • Safe document preview, no download
  • Executable and macro files blocked
  • Who downloaded each file, and when
  • One inbox for every client room
  • Role-based staff access
  • An audit log of account activity
  • Export your data anytime

Upgrades available: malware scanning for Essentials, larger file uploads (up to 10 GB) and extra signing requests.

Questions

Who is LetterGuard for?

Any office that trades sensitive documents with clients: law, mortgage, title & escrow, accounting & tax, financial advisory, real estate, insurance and property management. Collect tax returns and statements, share leases and claim files, and get engagement letters, listing agreements and applications signed, all in one room per client.

Do we have to change our software?

No. LetterGuard is a standalone portal that works next to it.

How do clients sign in?

With a one-time code emailed to them. No passwords to remember. Staff also sign in with two-factor login.

What do clients get by email?

A notice from “[Office name] via LetterGuard” with a link, including when there’s a new message in their room. Never the message or the documents.

How big can files be?

Up to 250 MB per file on Essentials and 2 GB per file on Professional. Custom plans get custom file limits.

Can we see who downloaded a file?

Yes. Each file shows who uploaded or downloaded it, and when.

How is pricing counted?

Per office. Unlimited staff, and clients are always free.

Give every client conversation a private home

Messages, documents, signatures, and a record of every download, in one room per client. See it with your office’s workflow in a short demo.

Book a demo

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