Products >> Secure Sharing & Intake
Secure advanced file sharing & intake.
Collect files directly into a secure vault, share them through customizable links, control access by person and document, and see how recipients engage.
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01
Collect Files Directly into Your Secure Vault
Skip the cycle of receiving attachments, downloading them, and uploading them again. Every vault has its own email address, so documents arrive securely in the right place.
Eliminate unnecessary downloading and re-uploading.
Reduce misplaced files and version confusion.
Keep document collection centralized and organized.
02
Share Multiple Files Through One Secure Link
Replace scattered email attachments with a single link that remains current and under your control.
Share multiple files through one link.
Add or remove files without creating a new link.
Control access by recipient and by document.
Protect sensitive information while keeping sharing simple.
03
Turn Every Sharing Link into a Branded Experience
Create a professional destination that does more than deliver documents. Best option for fundraising with confidence!
Add your logo and company name.
Include FAQs and helpful instructions.
Add AI-enabled chatbot to answer and collect recipients’ questions.
Give chatbot additional hidden context to improve its answers.
Include calendar booking so interested recipients can take the next step.
04
See How Recipients Engage with What You Share
Know what happens after your link is sent, so you can understand interest, respond to questions, and follow up at the right time.
Share multiple files in one link.
Track which files each recipient viewed and for how long.
Review the questions recipients asked.
Collect and review their feedback in one place.
Frequently Asked Questions
What does DocChief AI ™ do?
DocChief AI ™ turns corporate records into a connected, evidence-linked view of ownership, equity, rights, control, and governance events. It continuously checks that record for missing evidence, inconsistencies, governance gaps, and potential liabilities, then turns the findings into timelines, health checks, and reports.
Is my data secure?
DocChief is SOC 2 compliant. Everything is encrypted in transit and at rest, with role-level access on every document and every share.
How is DocChief AI ™ different from a document management system or data room?
A traditional document system stores and shares files. DocChief also interprets how those records relate to one another, reconstructs the company’s corporate history, and identifies what may be missing, inconsistent, or in need of attention.
Can DocChief AI ™ work with records that are disorganized or maintained in different formats?
Yes. DocChief AI ™ is designed for records created by different teams and lawyers, maintained under different naming conventions and folder structures, and accumulated over many years.
Does DocChief AI ™ replace lawyers or legal advice?
No. DocChief organizes the record, identifies potential issues, and helps teams ask more informed questions. Legal conclusions and decisions should still be made with qualified counsel when appropriate.
How does continuous monitoring work?
As new records are added or connected, DocChief updates the company’s corporate history and checks the evolving record for new gaps, inconsistencies, and risks. That ongoing intelligence can be used for periodic health checks and reports.
Can DocChief AI ™ be customized or integrated with other systems?
Yes. DocChief can be provided as-is, customized, white-labeled, or connected to existing workflows through MCP and APIs, depending on the organization’s requirements.
Who controls access to the records and reports?
The organization maintaining the records controls who can access its files, intelligence, findings, and reports. Different views can be shared with different stakeholders using configurable privacy and access controls.
Ready to get started?
Join founders, investors, and legal teams using DocChief to run smarter diligence and governance.