I was an early adopter and really looked around so much for something for creative designers and their teams. This fit the bill, was easy to set up and allowed me to get going really quickly. Customer service is responsive and really thorough with answers and they have YT vids that explain all platform changes. I know there are tons of other software services popping up all over, but what keeps me here is the way I can interact with my clients and manage the projects. It's not really clunky and just makes sense.

It wasn't a service based portal app that just stored documents. It actually allowed separation between my clients and my team by allowing them to have their own space. The updates are consistent and make sense for the evolution of the platform and customer service is responsive.

The forms download could use improvement. You can do it, but it doesn't format the documents in a useful way for us or the clients. Longer forms have the answers cut and pasted into text documents. This kind of negates the download feature, imo. Also need a way to invoice or even sell upsell a service inside the platform. Currently those are embeddable features. Native function would be cool.

Very positive. Glad we came across it. It has been very helpful for our onboarding process.

They accept feedback and continue to make improvements on the platform.

Cost per team members. I have one team member who logins maybe once a month and still have to pay full price.