• This is docSAFE

    docSAFE is the clever way to work. For anyone working with a client base – those in the professions, creatives – in fact, just about any kind of business – you’ll wonder how you managed without it before. It’s contemporary and innovative but surprisingly simple. docSAFE is a client portal – an online office with lots of functionality and clever stuff.

  • In the Cloud

    Working in the cloud is a concept. You are simply accessing a portal online and giving your clients secure access to do the same. In the portal you can store and work on documents, exchange information, collaborate, sign things off online – all in highly secure, backed up environment. It works across all your devices and even has its own mobile app.

Client-driven improvements to docSAFE

There is a great story about a brand new American university where the building was created from scratch according to detailed architectural plans. It was furnished and populated with a fresh intake of students. The interesting part of the tale is the fact that the architects intentionally left out the creation of any pathways. The whole campus was grassed and the pathways were created naturally by the students over the course of the first term. After the tracks in the grass had been worn away, so the pathways were built. We really enjoy this analogy as it reflects our own culture. We have created a carefully planned secure hub in docSAFE – it ticks all the boxes and offers a highly functional system used by thousands of professional firms and their clients. However, we listen to clients to update, refine and improve docSAFE. We have also set up a brand new forum in the latest version of docSAFE for clients to feedback their thoughts and requests. Our latest developments are as a direct result of client requests – enhanced messaging and more detailed permission levels. If you would like to know more about those and docSAFE in general, give us a call and we can set you up with a demo of docSAFE and talk you through its direct benefits. And we’ll listen carefully  to your thoughts too.

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