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Coming soon: Transfers — send big files from their brand

The document platform built for agencies.

A workspace for every client, their brand on every reader, and a read receipt for everything you send — from one agency account.

Agency toolkit

One account for every client you run. Their brand on every reader, their documents kept apart, and proof of who actually read what.

A workspace for every client. Folders, documents, branding and links — kept apart from every other client you run, and one view across all of them when you want it.

Calder & Finch
2 folders · 3 documents
Client settingsRenameDelete
Drop a document here, or browse
PDF, Word, PowerPoint, EPUB · up to 50 MB · uploads to Proposals
Custom domaindocs.calderfinch.comActiveManage →
Q1 Market Outlook
4 pages · 2h ago
Published
Fee proposal — draft
3 pages · just now
Draft

Every client in a keystroke.

⌘K searches the whole workspace — documents, clients, folders — so you never have to remember which client a file lives under.

Add a client the moment you win one.

Press C, name them, done. The sidebar meter shows how many workspaces you have left before you need to think about the plan.

Their logo, their colours, their domain. Set branding once per client and every reader, link and download page they get wears it — with nothing of ours on the page.

Client settings
Calder & Finch

Logo

SVG or PNG · 2 MB

Accent colour

Show document title
In the reader header
Living Page badge
Off on every Agency plan

One CNAME. Their address bar.

Point docs.theirbrand.com at us and we verify, issue the certificate and serve every reader from it.

Nothing of ours on the page.

No badge, no watermark, no “made with”. The only name a client sees on their document is theirs.

Living Page badge
Shown in the reader footer

Publish once, share everywhere. A branded link, a QR code and an embed the moment a document is live — and the same link doubles as your presentation on the call.

Share this documentLive · Anyone with the link
docs.calderfinch.com/q1-market-outlook?utm_source=email&utm_campaign=q1
Link tracking
utm_source=email · utm_campaign=q1

Walk them through it, live.

Pitch Mode turns the link you already sent into a presentation: laser, draw-to-highlight, and B to black out while you talk.

Embed it on their site.

One snippet, any CMS. The embed inherits the client’s branding, and replacing the PDF later never changes the link.

Embed codeResponsive
<iframe src="https://docs.calderfinch.com/embed/q1-market-outlook"
  style="width:100%;aspect-ratio:16/10;border:0" allowfullscreen></iframe>

Know who opened it, and where they stopped. A read receipt the moment a client opens the link, page-level read depth after, and a branded report at month end.

Reader analytics

Views

2,830

Unique visitors

1,904

Avg read time

3m 07s

Pages / session

6.2

Read depth

38% read to the end · biggest drop after page 9

Most-viewed pages

Page 12.8k
Page 22.4k
Page 32.0k
Page 91.1k
NotificationsClear all
Spring Collection 2026 was opened
[email protected] opened it for the first time.
just now
Autumn campaign — final renders was downloaded
[email protected] downloaded it.
14s ago
SS26 Lookbook was opened
[email protected] opened it for the first time.
1m ago
Q1 Market Outlook was purchased
[email protected] bought access for 49.00 GBP.
3m ago
  • → GA4
  • → Plausible
  • → Tag Manager
  • → ZapierBeta

Every reader event can also be forwarded to the analytics you already run, tagged by client.

The monthly report, on their letterhead.

Pick the clients, tick the documents, and send a branded page showing how their work was read — every figure against last month.

Fernway Hotels

August · vs July

Views

4,820

↑ 28%

Readers

2,915

Steady

Read time

3m 14s

↑ 15%

Pages / visit

6.4

Steady
Views over time

Turn on a read receipt per document.

Switch on the email gate and readers leave an address before they open it. Add a read receipt and we notify you the first time each one does — with the address they used.

Access
Who can open this document, and whether it is published.
Published
Anyone with the link can read it.
Email gate on
Readers give an email address before viewing.
12 leads captured
Read receipt
We’ll notify you the first time each reader opens this, with the address they used.
No password
Require a password to open the link.

Charge for the valuable ones, and bring the team. Paid access without a storefront, and seats for the people doing the work — one owner holds billing, everyone else just works.

Charge for access. Keep the margin.

Set a price on any document. Readers pay at the link, the reader unlocks, and the breakdown of what you keep is shown as you type.

Paid access

Minimum £1.00 — below that, card fees cost more than you make

Reader pays
£49.00
Our fee (2.5%)
−£1.22
Card fee (1.5% + 20p)
−£0.94
You keep
£46.84
31
sales · 30 days
£1,519.00
gross
£1,452.04
after fees

Seats for the people doing the work.

One owner holds billing; everyone else just gets to work. Invite by email and add a seat the moment you need one.

No migration

Live in an afternoon. Upload the documents you already make, drop them into the client, share the link. Nothing changes upstream.

Start for free

TransfersComing soon

Send the big files from a page that’s theirs, not ours. Up to 25 GB per transfer on Agency Pro, the client’s brand on the download page, and a receipt when each recipient downloads.

Explore Transfers →

Give every client something worth opening.

Start free with one client workspace. Upgrade when you add clients or need white-label — no card to start, no page caps on any plan.

Free1 client workspace · no page caps£0
Studio5 clients · white-label · paid access£29/mo
Agency10 clients · custom domains · transfers (soon)£59/mo
Compare every plan →