For Consulting Firms

Secure Document Sharing for Consulting Firms

Consulting firms share strategy decks, assessment reports, and project deliverables with clients. CloakShare protects proprietary frameworks and methodologies with watermarks while providing engagement data that reveals which recommendations clients prioritize.

The problem

Strategy decks containing proprietary frameworks shared as unprotected PDFs

No visibility into which sections of a deliverable the client actually reviewed

Assessment reports forwarded internally at the client organization without consent

Large teams make per-seat pricing prohibitively expensive

How CloakShare solves it

Dynamic watermarks

Page-level analytics

Video sharing

Custom domains

Email gating

Webhooks

Documents consulting firms share with CloakShare

Strategy decks
Assessment reports
Project deliverables
Proposals
Workshop presentations
Video presentations

Video and document sharing in one platform

CloakShare is the only secure sharing platform that handles both documents and video. Upload MP4, MOV, or WebM files alongside your PDFs and presentations. Videos are automatically transcoded to adaptive HLS streaming with 720p and 1080p quality tiers, watermarked with the viewer's email on every frame, and tracked with per-viewer watch-time analytics.

No other document sharing tool offers this. Not DocSend, not Papermark, not Digify. For consulting firms that need to share both documents and video content, CloakShare eliminates the need for separate tools.

Frequently asked questions

How do I protect proprietary consulting frameworks?

Dynamic watermarks overlay the viewer's email and timestamp on every page of your strategy deck. Canvas-based rendering prevents right-click saving, downloading, or DOM extraction. Your IP is protected even when shared externally.

Can I see which recommendations a client focused on?

Yes. Page-level analytics show exactly which sections received the most attention, how long the client spent on each recommendation, and which stakeholders viewed which parts of the deliverable.

Can I present video proposals to clients?

Yes. Upload recorded presentations in MP4, MOV, or WebM format. CloakShare transcodes them to adaptive HLS streaming with dynamic watermarks and watch-time analytics.

How does pricing work for a large consulting team?

CloakShare charges per account, not per consultant. The Growth plan at $99/month covers your entire team. A 25-person consulting firm saves over $19,000 per year compared to DocSend.

Start sharing securely

Free tier includes 50 links and 500 views per month with email gating, watermarks, and page-level analytics. No credit card required.