Solicitors

Secure client documents for every case.

Collect ID, evidence, and contracts with a vault that expires when the matter closes.

Law firms handle highly sensitive data across conveyancing, family law, and litigation. Docustody keeps each matter organized with clear access controls and deletion timelines.

Clients can upload required documents without creating accounts, while your team retains a full audit trail for compliance requirements.

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Compliance focus

  • GDPR requirements supported
  • SRA guidance requirements supported

Document types covered

  • Proof of ID and address
  • Signed contracts
  • Evidence bundles
  • Bank statements
  • Court correspondence
  • Engagement letters

Pain points we solve

Less chasing, more confidence.

Docustody fixes the gaps that slow teams down and create compliance risk.

Case files are shared across multiple tools without a unified audit trail.
Clients are unsure where to upload sensitive evidence.
Retention rules vary by matter type and are hard to enforce.
Compliance reviews take time to assemble.

Use cases

Workflows tailored for Solicitors

Conveyancing onboarding

Collect ID and funds evidence quickly so transactions can proceed without delays.

Litigation evidence

Gather documents securely with clear permissions for each case team.

Matter closure

Auto-delete files once the case is closed while keeping deletion proof.

Proof points

  • Matter-based vaults prevent data from mixing across clients.
  • Audit logs provide evidence for SRA or internal reviews.
  • Clients get clear, step-by-step upload guidance.

Our conveyancing team finally has a consistent document intake process with clear retention controls.

Oliver Grant · Managing Partner

Resources

Checklists and guides for Solicitors

Use these resources to educate clients and keep every request consistent.

Right-to-Rent Documents

Checklist

Open checklist →

How to Collect Client Documents Securely

Guide

Read guide →

FAQs

Frequently asked questions

Can we restrict access by matter team?

Yes. Permissions can be set so only assigned staff or partners can access a case vault.

Do you support deed signing workflows?

Docustody focuses on document collection, but can integrate with e-signature tools for signing.

Ready for secure document collection?

Launch a solicitors vault in minutes and keep documents only as long as necessary.

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