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Client files

Every client file in one place, shared only when you say so

Upload to the client’s record, name it so you can find it, and decide file by file whether they ever see it.

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✓ Private by default✓ Share per file✓ Five-minute download links
🔒 app.mywellops.com/clients/amelia-johnson/files
Client record open on the Files tab
🔒Private to youReferral letter · not shared
●Shared with AmeliaExercise plan · in her portal
Sharing

A shared file is not just a hard-to-guess link

The client sees only what you’ve shared, in their portal. Each download mints a fresh link that works for five minutes — after the request is checked against the client the file belongs to. Un-share, and it stops now.

Private by defaultSharing is a decision per file.
Checked on every readNot just when the list is drawn.
Start free trialHow your data is protected →
Shared documents as the client sees them
✓Ownership checkedOn every download
OSOliver Smith
Client since Jan 2026
✉ Message✆ Text✎ Note☐ Task£ Invoice◷ Book
8Appointments
3Recordings
8Notes
2Tasks
6Invoices
9Transactions
4Documents
6Files
One record

One record, and everything about them is on it

Files aren't a separate system to remember. They're a tab on the record that already holds sessions, notes, invoices and documents — so “what do we have for this person” is one page, not four applications.

✓Message, text, note, task, invoice or book, from the same header
✓What you hold about someone is answerable from one screen — which matters when they ask
Upload

Upload against the client, not into a folder

Give it a display name on upload so the list reads as documents rather than filenames. Documents, images, audio and video — rename, re-share or delete any of them later.

✓A display name you choose, not IMG_4471.HEIC
✓Private by default — share at upload or any time after
Upload to Oliver SmithStep 1 of 2
⇧
Drop a file, or click to use the sample
PDF, Word, Excel, images, audio, video · never executables
Sharing

A shared file is not just a link that is hard to guess

The file's permanent address is never given to the client. Each download mints a fresh link that works for five minutes — only after the request is checked against the client the file belongs to.

TRY IT · OLIVER'S PORTAL
📄 Home exercise plan
Shared by Hannah · PDFDownload
·Press Download to see what happens
Nothing is ever a permanent link.
Forward the link, 6 min laterTry another client's file id
Private by default
Every upload starts private. Sharing is a decision per file, not a folder setting you forget.
Un-share, and it stops now
New downloads stop immediately, not at the next login. Nothing is deleted.
Ownership checked on every read
Not just when the list is drawn. Uploads limited to document, image, audio and video types.
How your data is protected →
Storage

You can see what you are keeping

Metered and itemised. The breakdown shows what's actually taking the room — usually session recordings, not the paperwork people assume.

✓1 GB on the free plan, 5 GB on every paid plan, more as an add-on
✓Session recordings have their own retention: 30, 60 or 90 days, or deleted when the note is saved
Storage3.1 GB of 5 GB
Session recordings2.2 GB
Client files512 MB
Signed documents198 MB
Other190 MB
Recordings are the big one — shorten their retention in AI Notes settings to free space.
How it works

From inbox to record in a minute

Upload against the client, not into a folder.

01of 4
NotesFiles · 6Invoices
STEP 01
Open the client’s Files tab

Next to their notes, appointments and invoices.

STEP 02
Upload and name it

A display name you choose, not IMG_4471.HEIC.

STEP 03
Decide whether to share

Private by default. Switch sharing on per file, now or later.

STEP 04
They download it safely

A fresh five-minute link, only after the ownership check.

The filing, handled

Referral letters, scans, plans and consent — on the client, named, and shared only when you choose.

Documents, images, audio, videoDisplay namesShare per fileFive-minute linksMetered storage

Real practitioners. Real results.

★★★★★

“The coaching session changed how I view my practice. I've increased my revenue by 30% while working fewer hours.”

Individual result. Outcomes vary by practice.
SSarah T.
Psychotherapist, UK
★★★★★

“Finally, a system that doesn't feel like it's designed for a hospital. It's clean, fast, and my clients love it.”

JJames R.
Counsellor, SA
★★★★★

“The GDPR compliance features take a huge weight off my shoulders. I can focus on my patients again.”

DDr. Priya M.
Clinical Psychologist

Frequently asked questions

Something else? Book a 20-minute demo.

Can clients upload files to me?−

Not through Files today. Clients view and download what you share; uploads come from your side. Ask for a document in a message or collect it on a form.

Is a shared file just an unguessable link?+
What happens if I un-share a file by mistake?+
Can one client ever see another client's files?+
What file types can I upload?+
If I delete a file, is it gone?+

Explore more of MyWellOps

One platform, so the next thing you need is already in it.

Client Portal
Their own space, your rules→ Documents & Forms
227 ready-made templates→ Notes
Write them yourself, find them fast→ AI Notes
Record the session, review the draft→ Client Communication
Faster, smarter conversations→ Tasks
Homework, forms and file requests→

One record. Every file.

Start free. 1 GB of storage is included.

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