Secure client on-boarding and transaction platform.

  • E-signature facility built for complex deals

  • Automate client on-boarding and KYC checks

  • Secure data rooms

  • Registered delivery of deal bibles and large documents

E-signature for every workflow.

  • 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.

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Secure electronic forms.

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

  • Save everyone filing time.

  • Securely distribute deal bibles in seconds.

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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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Automate client onboarding processes

Client onboarding.

  • 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.

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Secure document management.

  • 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.

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Extra security features

Extra security features.

  • 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.

Contact us

For a paperless office that your clients love.