Online filing cabinets for your clients.

Give every client a filing cabinet with your branding. Documentd automatically files final agreements, reports and completion documents for them. Give them their own lasting record of the matter and reduce requests for documents after it closes.

Important legal records

Start with the documents clients need to keep.

The documents produced by a legal matter can remain important for years. File the client’s copies of completed work and key decisions so they can find the record when a later transaction, question or dispute makes it relevant again.

Client care and engagement documents
Executed agreements
Completion statements
Final reports and advice
Settlement agreements
Court orders and key decisions
Other important closing documents

Your clients should have their own copies, in an account they control.

An organised home for legal records

Make the closing documents easy to find later.

Clients may not know which email contains the final agreement or completion statement. Filing their copies in a clearly named matter folder gives them an organised record they can return to after the immediate work is finished.

Documentd automatically files these documents in each client’s own cabinet, organised and ready to find. Your branding and dedicated web address give clients a familiar place to return to for the records you send.

A branded service, independent access

Your branding. Your clients’ own records.

Give clients a branded filing cabinet with a simpler, lower-cost service than a document portal. Start with web send, then add copy-in once your company is set up, without a portal development project. Your branding makes the source of their documents clear; their copies remain under their control.

Your cabinet sits within the client’s own Keepd account. Keepd is free and works with any email address, bringing together their cabinets from different businesses and documents they file themselves. From your cabinet, they can navigate to the rest of their account.

Access to their copies continues after a matter closes or they instruct a different solicitor.

Your branding gives clients a familiar place to return to. Their ownership means access to their copies does not depend on your systems.

Documentd Business Case 05 · Solicitors

Less administration and fewer resends

Reduce document searches after the matter closes.

Requests for a final report, signed agreement or completion statement can mean reopening an old file and involving the fee earner or support team. A client who can retrieve their own copy has less reason to ask the firm to do that work again.

Fewer requests for final documents from closed matters
Less staff time locating and resending historic copies
Less printing and assembly of client document packs
Client access that does not depend on keeping a matter portal open

Assess the benefit using your own document volumes, support workload and postage costs, alongside Documentd’s charges.

A simple start for your team

Start with a matter completion pack.

Try web send with a sample document sent to yourself. Then select a repeatable process, such as a conveyancing completion pack, and file the client’s copies in a clearly named matter folder.

Once your company is set up, send from the website or copy filing@documentd.com into your normal email. Copy-in files the attachments in each recipient’s cabinet; your ordinary email and attachments still go to the recipients as usual.

Email integration and the API are available for more involved workflows when you need them.

Try web send →How copy-in works →

Lasting access to important records

Important legal documents often outlive the matter

A legal matter may last weeks or months, while the documents it produces can remain important for many years. Clients may need to prove what was agreed, understand advice they received, deal with a later transaction or simply retrieve the final record of the work. The copy protections described here apply to documents filed through Documentd, rather than files uploaded directly in Keepd.

Personal to the client

The document is delivered directly to the individual client.

Accessible later

The client retains long-term access independently of the firm's portal.

Reliable historic copy

The sender cannot alter the settled copy filed through Documentd.

Documentd in practice

The client owns their copy
The sender cannot alter the settled copy filed through Documentd
The sender cannot delete the settled copy filed through Documentd
Access continues after the matter has closed
The original document can be downloaded again
Evidence of what was delivered and when is retained

It supports clear client information

The SRA requires solicitors to give clients information in a way they can understand and to ensure they can make informed decisions about the services they need, how their matter will be handled and the options available to them. Documentd gives important point-in-time documents a persistent, organised place where clients can review and retrieve them.

Give the client their own permanent record, rather than making long-term access depend on the firm's systems.

Further detail: documentd.com/business-cases/solicitors

The business case

Less work on closed files. Documents your clients control.

Your branding

A familiar cabinet and dedicated web address for your clients.

Automatic filing

Your clients’ copies arrive organised and ready to find.

Client control

Your clients keep their own copies in an account they control.

Your branding. Automatic filing. Records your clients can keep and find independently of your systems.

Documentd provides branded filing cabinets for your clients and automatically files the documents you send for them to own and keep.

documentd.com/try · documentd.com/pricing

Assess costs and savings against your own processes and Documentd plan.