Artificial Intelligence

AI assistants, agentic workflows

Client Portals

Our secure portal technology for clients, deals and workflows

Client onboarding

A simple quoting and client onboarding system

Electronic Signature

Our electronic signature technology.

Encrypted email

Our Office365 plugins for encrypted email, esign and publishing documents to portals.

Enterprise

Bespoke features

ID, KYC and AML checks

Third party services for your compliance needs.

Questionnaires & Webforms

Logic based questionnaires

Sales Flows

E-commerce platform for professional services firms

Secure document management

Our cloud encrypted document strorage and management tools

Subscription, discounts and billing

Tutorials

New to MyDocSafe? Forgot how to do someting? Click here

Vaults

Personal vaults for important things in life.

Webinar series

Workflows

Ideal for client or employee onboarding.