March 17, 2025

Automating Contract Management: A Step-by-Step Guide for Solicitors

Overview Automating contract management is not merely beneficial; it is essential for legal firms aiming to enhance operational efficiency, reduce manual errors, and improve compliance with regulatory standards. Legal professionals often grapple with the complexities of manual contract oversight, which can lead to significant challenges. This article elucidates how automation tools, such as MyDocSafe, effectively […] Read More…

Client portals Digital signature

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March 10, 2025

Digital wallets – past and future

Digital wallets – past and future: From Payments to Secure Identity Management In today’s rapidly evolving digital landscape, wallets are no longer just about holding money. They have become powerful tools for identity verification, document storage, and seamless transactions. MyDocSafe is at the forefront of this revolution with its innovative eSign Wallet and broader digital […] Read More…

Client portals Digital signature

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September 17, 2024

Announcing viaSocket integration

Announcing viaSocket integration We are excited to announce the integration of viaSocket with MyDocSafe, unlocking new possibilities for companies to seamlessly connect their existing applications with MyDocSafe. This powerful combination enables businesses to automate workflows, securely manage documents, and streamline their operations. With this integration, companies can easily build new use cases, whether it’s automating […] Read More…

Accounting and bookkeeping Client portals

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July 23, 2024

Understanding the ‘Need to Know’ Data Access Principle

Understanding the ‘Need to Know’ Data Access Principle The ‘Need to Know’ data access principle is a fundamental security concept designed to limit access to sensitive information. Under this principle, individuals or entities are granted access only to the data necessary for them to perform their specific tasks or roles. This approach minimises the risk […] Read More…

Accounting and bookkeeping Client portals

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April 3, 2024

MyDocSafe is on the WealthTech100 list (again!)

MyDocSafe has been recognised by FinTech Global as one of the most innovative and relevant WealthTech companies in the world. Sixth annual WealthTech100 list names the companies transforming the world of wealth and asset management The latest edition of the WealthTech100 has been launched today by FinTech Global, a specialist research firm. This prestigious ranking […] Read More…

Client onboarding Client portals

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October 23, 2023

A library of workflow templates

Defining a library of workflow templates. A library of workflow templates is a collection of pre-designed, standardised, and reusable workflow structures that businesses or individuals can use as a starting point for various processes and tasks. These templates are typically created to streamline and automate common business processes, saving time and ensuring consistency in how […] Read More…

Accounting and bookkeeping Client portals

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September 12, 2023

Emailing current and former clients – consent rules

Emailng your clients – do I need to worry about consent rules? Current requirements for obtaining consent before sending someone an email have become increasingly stringent in recent years, driven by concerns over privacy and data protection. In many jurisdictions, including the European Union under the General Data Protection Regulation (GDPR) and similar regulations worldwide, […] Read More…

Accounting and bookkeeping Client portals

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July 20, 2023

Communicating through client portal software: picking the right tone of voice and medium

Secure client portals are designed to be communication hubs, but with a large number of communication mediums available, one needs to carefully design one’s communication strategy with clients in order to hit just the right notes. From the right tone, through the right frequency and the right content, how you communicate will impact cusotmer satisfaction […] Read More…

Accounting and bookkeeping Client onboarding

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June 27, 2023

Getting an appropriate brief from your client – best practice

How to get a brief you are happy with Do you ever struggle to procure a brief from your clients that you are happy with? Or is the information you get often either incorrect or incomplete? Getting the right brief is the battle half won: you have all the information required to provide a quote […] Read More…

Client onboarding Client portals

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