FutureVault locks documents. ClickUp unlocks work.

ClickUp AI helps you write client communications, summarize tasks, and generate action items from meetings. AI Notetaker transcribes SyncUps meetings automatically (60 minutes video, then audio). Connected Search finds information across ClickUp plus connected apps like Google Drive and Salesforce. Autopilot Agents automate repetitive workflows like status updates and task assignments.

ClickUp supports secure document storage in tasks and Docs with granular permissions and role-based access control. Custom Fields track compliance dates, statuses, and retention policies. Activity view provides audit trails for all document access and modifications. Proofing enables annotated feedback on PDFs and images for streamlined client review workflows.

ClickUp provides CSV import tools and 24/7 support to help teams transition smoothly. Import your client data and documents using spreadsheet uploads or integrations with Google Drive, Dropbox, OneDrive, and SharePoint. The intuitive interface reduces the learning curve, and ClickUp University offers on-demand training to help your team get started quickly.