Value proposition

Lower your compliance risk and improve customer experience through faster and more secure client onboarding process.

MyDocSafe helps companies secure and automate client facing processes through an all-in-one e-sign, deal room and workflow automation platform. It is used by sales, compliance and operational teams at professional services firms including law firms, accountancies and wealth management companies.
Our most popular use cases include:
- Pre-sale workflows a.k.a quotes & proposals – an easy way to send business proposals and include videos, marketing brochures, pricing offers, contracts and payment requests
- End-to-end client onboarding / registration workflows – a full process from KYC/AML through product selection, contract signing to payment setup
- Deal rooms – used in B2B context to conduct complex and multi-party transactions
- Client portals – used in B2C context to offer a secure document storage facility with automation and product upselling features
MyDocSafe integrates with data verification providers, payment gateways and data storage vendors, offers white-label solutions and enterprise grade features such as API access and SSO.

MyDocSafe is ISO27001 certified.

The platform offers a 30 day no obligation trial account which can easily be converted into a paid subscription account. MyDocSafe offers a video channel and a free knowledge database that includes webinars, tutorials and how-to cheat sheets.

Contact us today for a free consultation: https://mydocsafe.com/contact/ or call us at +44 203 286 7419.


secure document storage, encryption, electronic signature, archiving, document sharing, electronic document delivery, onboarding, form filling, payment collection, KYC, AML, blockchain, workflow automation, client portals, mifid2, and gdpr