MyDocSafe for Law Firms

Simple, secure, streamlined data rooms for secure document management. The only document management software solicitors need to improve client engagement.

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Get Verified E-Signatures on Every Legal Document

Electronic signature for any type of transaction: sign-up clients, hire staff, onboard suppliers.

Send new terms and conditions for signing in seconds
Document comparison feature included
Automatic follow-up and filing

Learn more about e-signatures

Conveyancing contract signed electronically by the buyer and awaiting the seller, with version comparison, reminder and filing-to-matter notifications

Client portal for a legal matter holding the deal bible, completion statement and title documents, with an access log and restricted partner-only folder

Securely Send and Store Sensitive Legal Files

Give every signing party a free portal where document copies are securely stored.

Securely distribute deal bibles in seconds
Individual client portals for each matter
Full audit trail and access logs

Combat Fraud with Seamless AML/KYC Checks

Real-time name, address and document verification incorporated into seamless onboarding processes.

SRA-compliant identity verification
PEP and sanctions screening
Complete compliance audit trail

ID and AML check showing passport verification, a 98% face match, address and PEP and sanctions screening, and a low client risk rating

New residential purchase matter with client care letter, ID and AML and conflict check complete and a source of funds questionnaire in progress

Build Custom Client Onboarding in Minutes

Design and deploy end-to-end onboarding workflows. Reduce time to revenue from new prospects.

Matter-specific workflows
Automated document requests
Faster client intake process

Practice Management for Law Firms

MyDocSafe Practice Management brings tasks, timesheets, timers, team communication and client collaboration into one secure platform. Assign work to team members or clients, track deadlines in real time, standardise recurring workflows, and keep every conversation connected to the right documents.

For Law Firms teams, this means better visibility, faster delivery, and less administrative overhead across every engagement.

Learn more about Practice Management

Task board for a conveyancing matter with to do, in progress and done columns, a running timer and weekly billable hours

Industry-Leading Security for Law Firms

Protect and manage all legal documents with enterprise-grade security features.

Access Control

Granular rights for teams and clients

Chinese Walls

Separation between competing teams

Key Management

Encryption service for extra protection

EU Data Storage

Data held securely in Europe

Try MyDocSafe for Your Law Firm

The only document management software solicitors need to improve client engagement.

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