Document Vault & Data Rooms
Every document secured; outside access on your terms
The Document Vault stores every family document — deeds, certificates, policies, filings — categorized, linked to the records they belong to, and isolated per client in secure object storage.
Scan Document uses OCR-assisted extraction to pre-fill record fields from an uploaded document, turning a photo of a passport or policy into a structured record in seconds.
Data Rooms handle the moments when outsiders need access: a scoped set of documents shared with a guest under time-limited grants, with every access logged. Guests see the data room and nothing else.
Capabilities
Secure vault
Org-isolated storage with categories and record linkage.
OCR-assisted capture
Scan a document and get a pre-filled record to review.
Scoped data rooms
Curated document sets for external parties.
Time-limited guest grants
Access expires automatically; every view is logged.
Expiry tracking
Document expiry dates feed the alerts engine.
Record Types
Explore more capabilities
Readiness & Reporting
A 147-item readiness framework scored across 12 pillars, a document checklist, gap register and exportable reports.
Family Life
A shared family calendar, travel records, subscriptions and memberships, and a knowledge base that preserves what the family knows.
Staff & Advisors
Staff records with leave tracking and an advisor directory covering wealth managers, lawyers, accountants and consultants.