Solutions
Built for people who look after other people's documents.
DocuPrivé is being built for professional teams that request, share and look after sensitive documents for others: legal and advisory, accounting and audit, focused due diligence, and private-client teams. Each example below describes the recurring work and the lifecycle stages it leans on, with where each stage stands today.
Matter intake and closing
Legal and advisory
Instructions, evidence and correspondence pass between firms, clients and other parties. Each document belongs with the matter it serves, and the people who need it change as the matter moves.
DocuPrivé is designed to keep that material inside the matter: asked for clearly, seen by the matter team for as long as the work needs, and decided on at closing.
Stages it leans on
- Request In our development build
- Control In our development build
- Retain, Review, Dispose Designed
The yearly records cycle
Accounting and audit
The same records are requested, chased and re-sent every cycle. Year-end statements, ledgers and confirmations travel by email, and copies stay in inboxes long after the engagement ends.
A clear Request and a defined period of access bring order to it. Access is designed to end with the engagement, and the file to be reviewed when it closes.
Stages it leans on
- Request In our development build
- Receive Designed
- Retain, Review Designed
Time-bound review access
Focused due diligence
A review needs the right material, seen by the right people for as long as it runs, and a clear end when it closes. The list of people involved is often wider than one firm, and it changes during the review.
DocuPrivé is designed so that each person sees what their part of the review needs, for a defined period, and so that access ends when the review does. When a matter turns into a dispute, a hold keeps material from being brought to an end.
Stages it leans on
- Request In our development build
- Control In our development build
- Use Designed
- Hold Designed
- Dispose Designed
Personal and family papers
Private-client teams
Personal and family papers deserve discretion: identity documents, property records, statements and letters that belong to a person, not to a file share. They are often requested more than once, by more than one adviser.
DocuPrivé is designed to ask for exactly what is needed, share it with care, and keep it no longer than it is needed. Each of those decisions has an owner.
Stages it leans on
- Request In our development build
- Control In our development build
- Retain, Dispose Designed