Virtual data rooms
The only virtual data room software you need to run your transactions more efficiently
Upload transaction documents to a secure cloud portals for faster, more efficient document management
Quickly and easily share files, documents for signing, and data collection forms with deal stakeholders
Keep your deal data safe and your processes compliant with security by design, privacy by default
Simply and securely create data rooms for deals such as M&A, insolvency or real estate
- MyDocSafe is the quick, easy and safe way to share important transaction related documents with all relevant stakeholders. Create individual deal rooms and upload all the documents you want to securely store and share.
- Send contracts for digital signing, gather information with data collection forms and create entire document workflows. From personal details to financial data, all information, files and documents are kept highly secure.
Streamline new customer onboarding with automated client portal software
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Speed up proposals and onboard new clients with MyDocSafe’s customizable workflows
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Create step-by-step customer journeys to automate the whole onboarding process, from first contact to signed contract
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Seamlessly transition customers between departments, all within their bespoke client portal – so there are no hold ups
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Manage access rights for individual documents or across the entire portal, to give different staff members and different departments the relevant permissions
Protect your clients’ data – without limiting accessibility
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MyDocSafe’s client portal software helps you keep your clients’ data secure and fulfil your data protection obligations faster.
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Each portal safely stores individual and organizational data, encrypted and stored on US servers. Use them to distribute, store and manage consent forms, or respond to subject access requests.
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All portals can be searched to find required data, and full audit trails are always available to help your business comply.
Extend your unique customer experience through bespoke transactional portals
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Deliver a seamless extension of your organization with fully customizable portals, branded with your own logo, colors and layout
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Or add branding that matches your clients’ for added personalization
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Customize each client experience with bespoke automatic processes including form filling, ID checks, payment requests, and contract signing
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Create separate portal groups for different types of transactions, with different broadcast announcements and terms & conditions for each group
Customize MyDocSafe for your business todayLearn more