Document Wallet App & Customer Document Portal, With Chat Built In
Give your customers or members one branded app where they store, share, and exchange documents, message your team about them, and get push alerts when something needs attention. Ethora’s chat and documents engine ships it as SDKs for web, iOS, and Android, encrypted in transit and at rest, on your own servers or ours.
The honest short answer
What is a document wallet, and when do you need one?
A document wallet is an app where your customers, patients, clients, or members keep the documents that matter to their relationship with you: contracts, policies, results, statements, ID checks, certificates. A customer document portal is the same idea seen from your side: a branded, secure place to deliver and collect documents instead of email attachments.
Ethora combines both with chat and push notifications, so a document can be sent, discussed, updated, and acknowledged in one thread. It is delivered as SDKs (web, iOS, Android, React Native) on a backend you can self-host, so the documents never have to leave your environment.
Best for: regulated or trust-sensitive businesses (healthcare, finance, insurance, legal, education) and agencies that ship branded client apps. If you only need file attachments inside a chat, the Chat SDK alone is enough.
Secure document exchange and messaging, in one place
Email attachments are where documents get lost, leaked, and duplicated. Ethora gives every document a home inside the conversation: upload, preview, version, and acknowledge it in the same thread, with a full activity trail your compliance team can read.
Everything is encrypted in transit and at rest, access is scoped per user and per room, and the whole stack can run on your own infrastructure (AWS, Azure, GCP, or on-premises) so customer documents stay inside your perimeter.
Launch a branded document wallet without a large dev team
Need a customer document portal but not a platform team to build it? Start from Ethora’s ready-made apps and configure them: your logo, colours, domain, document types, and notification rules come from a config file, not a fork.
When you outgrow configuration, the same engine is available as SDKs, so your developers extend the app instead of rebuilding it. See how agencies use this for white-label client apps.
SDKs for web, iOS, and Android, with the backend included
One backend powers every platform: React and JavaScript for web portals, iOS and Android for native wallets, and React Native for both stores from one codebase. Users, rooms, documents, and history carry across all of them.
What a document wallet needs, built in
Secure document exchange
Upload, share, and receive documents inside a conversation. Encrypted in transit and at rest, with access scoped per user and room
In-app viewer and versioning
Preview PDFs, images, and Office files without leaving the app, keep every version, and roll back when needed
Chat around every document
Real-time messaging with threads, read receipts, and reactions, so a document is discussed and acknowledged where it lives
Push alerts and unread tracking
Notify users when a new document or message arrives, and see what has not been read yet for follow-up
Your brand, your servers
Ship under your own name and domain, and run the backend on your own cloud or on-premises when documents must stay in your environment
Optional digital-asset features
Where your product needs it, the same engine supports digital-asset and credential wallet features alongside documents and chat
Who it is for
Where a document wallet earns its place
The same engine, configured for the documents and conversations each industry runs on.
Healthcare
Results, referral letters, consent forms, and care instructions delivered to patients in a HIPAA-ready, branded app with messaging.
Patient communication platformFinance
Statements, KYC documents, agreements, and advisor conversations in one client document portal with an audit trail.
Finance chat SDKInsurance
Policies, claims evidence, and adjuster messages exchanged in a secure wallet instead of email threads.
Insurance chat SDKAgencies and platforms
Ship a branded document and messaging app per client, self-hosted or hosted by us, with reseller licensing.
White-label chatiOS document wallet SDK
Swift-native messaging and document handling with APNs push.
Explore iOSAndroid document wallet SDK
Kotlin and Java messaging with secure document sharing and offline sync.
Explore AndroidReact and JavaScript SDK
Web portals with real-time chat, document viewer, threads, and receipts.
Explore webBuild a document portal yourself, or start from the engine
Building your engine
Ethora
Save Months of Work with Ethora
Build any chat use case into your product: in hours.
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Enterprise
- 24/7 Phone Support
- Self-hosted AI
- Custom Configuration
- Dedicated / On-prem hosting
What our clients say about our services.
Taras and the Ethora team are a reliable partner in messaging, tokenization and AI. Great communication and products.
I have worked with Ethora and team since 2018. They have been absolutely amazing and life-saving across multiple of my portfolio projects.
We partnered with Dappros/Ethora on an EU project and they successfully delivered the technology component. Highly recommended.
Ethora has successfully helped us ideate and deliver multiple digital transformation projects in Qatar and the MENA region. A reliable and knowledgable partner.
Ethora technology and expertise were instrumental in delivering Atom Connect, our product for streamlined communication in the workers’ comp market.
Ethora helped us deliver our AI agent solution, letting subscribers access context-specific insights from our vast library of expert content. Their LLM and chat-bot expertise is an excellent match for our AI strategy.
Ethora has been an exceptional strategic development partner for Preshent. Not just a vendor, but a core contributor to the future of our platform and company.
Ethora helped us ideate and deliver multiple digital transformation projects across Qatar and the MENA region. A reliable, knowledgable partner.
Our Case Studies
Healthcare: HIPAA-compliant AI assistant (RAG) over a medical video library
Dr. Talks is one of the most prominent organizers of online healthcare conferences and summits.
Ethora enabled them to create a context-aware AI-powered chatbot to help users navigate thousands of pages of medical content, correctly referencing pages, authors, videos and timestamps. 100% secure and HIPAA-compliant.
This assistant enhances user experience by simplifying interaction with the platform and reducing search time.
- 1000+ summits indexed by AI bot
- Instant user engagement
- Vector embeddings enable intelligent domain expert AI responses
Healthcare: self-hosted patient messaging for a multi-clinic digital health platform in Canada
VITALL is a Canadian digital health platform used by hospitals, clinics and private practices.
Ethora runs as a self-hosted chat server in VITALL’s own AWS account in Canada, with one isolated tenant per clinic, chat in the practitioner portal and in native iOS, Android and React Native patient apps.
Users, rooms and clinics are provisioned by VITALL’s backend through the Ethora API.
- Self-hosted in the customer’s AWS account in Canada
- One isolated tenant per clinic, created by API
- Web portal, iOS, Android and React Native SDKs
Insurance: in-app chat for a workers’ comp health insurance provider (HIPAA compliant)
Atom Advantage provides workers’ compensation and health insurance solutions in the United States.
On Ethora they built Atom Connect: secure, case-based chat between injured workers, nurses and case managers, embedded in their claims portal and a white-label mobile app. HIPAA and SOC 2 compatible.
Less manual work for case managers and a better experience for injured workers.
- Chat embedded in the case managers’ web portal
- White-label iOS and Android app for injured workers
- One secure room per claim, created automatically by API
AI agents on customer websites: support, intake and teaching assistants
Clinics, schools and small businesses build AI agents on Ethora themselves and put them on their own websites, often on the day they sign up.
2 live examples, from a US mental health provider to a university pharmacology course.
- WordPress plugin or one script tag
- Answers from the customer’s own pages and documents
- Self-serve, no developer needed
Education: CRM-integrated member community app for an international honour society
Golden Key International Honour Society recognises high-achieving university students through chapters around the world. Its member app connects them across chapters and countries.
Social sign-on is bridged to existing CRM membership records, with verified email account linking and a verifiable trail for educational certificates.
- Cross-platform iOS and Android app
- CRM-linked member sign-in
- Verified email account linking
Communities: fan chat app with second-screen rooms and digital collectibles
A cross-platform social app uniting the automotive community around racing events.
Fan rooms for teams and drivers, second-screen events, and collectibles handed out and traded through chat bots.
- Cross-platform iOS and Android app
- Fan rooms and second-screen events
- Collectibles distributed in chat
Document wallet FAQ
How is this different from a customer document portal?
A customer document portal is the business-side view: a branded place to deliver and collect documents instead of email attachments. Ethora covers both in one product, with chat and notifications attached to every document, on web, iOS, and Android.
What file types are supported?
PDF, images, Microsoft Office files, and more. Built-in viewers let users preview files directly in the app, and document versions are kept so changes can be tracked and rolled back.
How are documents secured?
Documents and messages are encrypted in transit (TLS) and at rest (AES-256), access is scoped per user and per room, and activity is logged with an audit trail. Encryption is one layer of a broader security architecture that also covers authentication, access control, and retention.
Can I self-host the document wallet?
Yes. The whole stack runs on your own infrastructure (AWS, Azure, GCP, or on-premises) so documents never leave your environment, or we can host it for you under an SLA. See the self-hosted chat server.
Which platforms are supported?
Web (React and JavaScript), native iOS (Swift), native Android (Kotlin and Java), and React Native for both app stores from one codebase. One backend powers all of them.
Can it be white-labelled for my clients?
Yes. Ship under your own name, domain, and app-store listing, with no Ethora branding. Agencies and platforms can license it for multiple clients. See white-label chat.
Is it HIPAA-ready for patient documents?
Ethora provides healthcare-ready messaging and document handling with encryption, audit trails, and a signed BAA on Enterprise, and it can be self-hosted. See the patient communication platform page for the healthcare build.
Do I need developers to launch it?
Not to start. Ready-made apps are configured with your branding, document types, and notification rules from a config file. When you need custom flows, the same engine is available as SDKs so your developers extend it rather than rebuild it.