MyDocSafe for Law Firms

Simple, secure, streamlined data rooms for secure document management

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Securely store and share all sensitive client documents in individual portals

Easily request agreements and automate complex deal approvals with advanced e-signature software

Streamline and automate new client onboarding processes and KYC checks

Track and deliver deal bibles and large documents faster and more securely.

The only document management software solicitors need to improve client engagement

mydocsafe customer portals

Get verified e-signatures on every legal document

  • Electronic signature for any type of transaction: sign-up clients, hire staff, onboard suppliers, work with existing clients.
  • Give your clients and employees the digital experience they expect: no more filing, no more email attachments.
  • Send new terms and conditions to all your clients for signing in seconds. We will do the chasing and housekeeping. At the end of the process each signed copy will appear in a specific client folder.
  • Make sure you are signing the right version with our document comparison feature.

Securely send and store sensitive legal files

  • Give every signing party a free portal where document copies are securely stored.
  • Save everyone filing time.
  • Securely distribute deal bibles in seconds.

Combat fraud with seamless AML/KYC checks

  • Real-time name, address and document verification
  • Incorporated into seamless on-boarding processes
  • Or used as a stand-alone service

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Build custom client onboarding processes in minutes

  • Design and deploy end-to-end onboarding workflows.
  • Reduce ‘time to revenue’ from new prospects.
  • Make a great first impression.
  • Never ask your prospects for sensitive information via email.

Protect and manage all legal documents with industry-leading security

  • Fully-fledged DMS for professional services firms.
  • Granular access rights ideal for both internal teams and client management. Easily build Chinese walls between teams that work for competitors. Ring fence sensitive data from staff who do not need access to it.
  • Encryption key management service available for extra protection. Keep the keys yourself, escrow them with a third party, or leave them with us to manage.
  • Customer portals that show off your brand. Keep your brand even after the deal is done – brand awareness within a private DocSafe of your client might help you win repetitive business.
  • Data held in Europe. Or wherever you need it to be.

Add advanced security features where required

  • Use electronic signature with SMS verification or facial recognition checks.
  • Verify authenticity of e-signature through our verification page.
  • Stamp important documents on the Ethereum blockchain.
  • Escrow private encryption keys with a reputable third party or hold them yourself for added re-assurance.

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Legal document management software to sign up, service and retain clients

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