Industries
Industry-specific document collection
Every industry page includes tailored pain points, compliance considerations, and document checklists to help your team move faster.
Mortgage Advisors
Stop chasing mortgage documents.
Collect payslips, bank statements, and ID securely, then auto-delete as soon as the case closes.
Explore Mortgage Advisors →Letting Agents
Right-to-rent compliance without the paperwork pile.
Collect tenant documents securely, verify quickly, and delete on schedule with proof.
Explore Letting Agents →Estate Agents
Move vendors and buyers forward with secure document requests.
Collect proof of funds, AML documents, and contracts in a single secure vault.
Explore Estate Agents →Financial Advisors
Client onboarding built for FCA oversight.
Securely collect investment, pension, and KYC documents with automatic deletion.
Explore Financial Advisors →Insurance Brokers
Simplify underwriting document intake.
Collect risk evidence, policy documents, and claims files in a secure, time-bound vault.
Explore Insurance Brokers →Accountants
Gather tax documents without inbox chaos.
Collect client records securely, keep audit trails, and delete after filing.
Explore Accountants →Solicitors
Secure client documents for every case.
Collect ID, evidence, and contracts with a vault that expires when the matter closes.
Explore Solicitors →Wealth Managers
High-touch onboarding with high-trust security.
Gather portfolio documents, source of wealth evidence, and KYC data in a client-friendly vault.
Explore Wealth Managers →