Sharing securely shouldn’t mean lots of friction

Sharing files or documents securely involves creating zip or archive containers of the documents, add a password and then sharing both the archive and the password with all your contacts or vendors.

Sharing documents with another business or contact should be as simple as drag and drop. Having a secure conversation should be just as simple with no complicated setup or requirements. Less risk, fewer shortcuts but just great security by design.

There are no second chances when it comes to securing sensitive data

Once data is breached, it’s gone and public forever. So we have built our group channels with security and privacy as number 1 and not a marketing bullet point. Instead of weak encryption at rest, we encrypt at the app level with a unique encryption key per room, which means your content is encrypted before it is even stored.

This means we can’t access your data on our servers and if we can’t, then neither can a breach of our servers.

Discussions, sign off & decisions belong with the documents, not in insecure email

We bring your discussions, comments and decisions into a single channel where they are secured and remain private and importantly, you retain the context with documents and discussions in the same place.

Having a single space for discussions and documents instead of spread across multiple email inboxes brings security and productivity.

Email makes it too easy to make mistakes

Email was never designed to be secure or private and it’s design makes it too easy for a team to cc the wrong contact and potentially expose very sensitive data.

Our group channels are designed so that you can only share with contacts and team members who have access to the channel which makes it almost impossible to inadvertantly cause a data breach

Privacy

Our group channels are encrypted and private – even from your own IT team. And this encryption also brings privacy by reducing the chance of accidental disclosure and limiting the attack possibilities.

Having a private space for your team or senior management to discuss freely without having to manage encryption ensures that’s conversations never move back to insecure email but remain protected.

Group channels as a project data room

Manage and co-ordinate your real estate, invesment, merger or sales projects – Keeping your discussions, documents and tasks in one place instead of an inbox where they are mixed in with every other message increases productivity – Your team can easily find and update any discussion or the progress of a task all while staying in the room

And because our group channels have features such as tasks, reminders, sign off and more built in, there is no need to split data across multiple applications and tools

Connect with clients or advisors

For financial or treasury teams, wealth management and real estate group channels can connect your team with your clients and provide that secure and private space to discuss your projects and investments

A dedicated Group channel for each client or stakeholder provides a private and secure space to discuss and share sensitive topics and documents – and keeping everything in one place makes compliance easier

Start sharing documents or conversations

Just create a new conversation or drag and drop your documents into the channel. Each channel supports unlimited threads and we encrypt everything as you add to the channel.

There is no need to add password to zip or archive files as eveything you add to your channel is encrypted with a key unique to the channel.

Drag and drop file sharing between businesses

Sharing a file or document securely with a contact or business is as simple as drag and drop into the channel. And you can re-use the same channel again and again.

No zip files or archives, no password protected files and having to share a password or pin. Just friction-less and secure file sharing with anyone.

Request reviews & track sign off

For contracts or deals sign off is great way to have teams review documents or milestones and get their approval to move to the next step.

Sign off allows you to delegate a task or document review to a team, gather their feedback, concerns and notes and then get either sign off or rejection from that team.

Track and manage your tasks

A built in task manager so you can take any discussion or file upload, and turn into a task with a due date, assign to a team, priority and more. Our progress tracker gives your team an easy way to view and track these tasks from your dashboard

Keeping your teasks in the same secure channel protects your senstivie data and decisions and ensures it remains private

Request signature on any document or conversation

Request a sign off or e-signature from your customers – Just choose any discussion, task or document and request a signature. We will ask your contact to accept and record their signature using any touch device. And not just documents – Discuss with your contact or employee and request a signature on the entire conversation.

No more having to use a second app to manage your signatures and everything it stored securely in your customers portal for privacy.

Dynamic PDF watermarks & Passwords protect your documets

Track your PDF downloads and sharing with dynamic watermarks on every PDF – With custom settings per channel you can quickly identify who when and where any PDF was downloaded and shared

Optionally add a custom password to each channel and we will require this password to open any PDF when downloaded.

Manage your project documents in folders linked to the task manager and sign off

For real estate, mergers, invesment and sales projects tracking your many documents and their review status is time consuming. Our hierarchical folders makes it simple to submit, assign and review the status of your project activity,

Keeping your conversations alongside your project documents makes your team more productive as you retain the context, makes auditing and compliance easier and protects these sensitive conversations.

And many more great tools to make your team productive

We have great tools to help you and your team manage your conversations – from a task manager where you can assign and track each conversation until it is completed or a team calendar and reminders for keeping track of important customer dates.

These great features mean you never have to take your document out of your secure channel and instead keep it secured while your team is working on it.