In LSP.expert, you can add files at the client level. Reference material, confidentiality agreement and other important documents can all be stored in one place, so you can easily find them back.
In the details of each client, there is a Files tab.
To add a file for this client, click on Upload. You can choose from Dropbox, Google Drive, OneDrive or your computer.
You can upload as many files as you wish for a client. Note that LSP.expert will never overwrite any files, so if you upload a new version of a file, the system will always keep a trace of the old one.
Once a file has been uploaded, you can click on the three dots at the end of the line to download or delete it.