Professional Services
Up and running in under 5 minutesStop chasing. Start controlling.
DociShield gives accountants, consultants, advisers and recruiters a single workflow to send important documents, collect signatures, take payment, and stay in control, without chasing a single client.
Sound familiar?
You send a proposal and hear nothing for a week. You don't know if they opened it, ignored it, or forwarded it to a competitor.
You get the signature but the deposit never arrives. You follow up twice. You chase the payment separately. You waste days.
You have no record of when the client reviewed the agreement. When a dispute arises, you have nothing to point to.
One workflow. From proposal to payment.
DociShield combines secure document delivery, legally binding signatures, and payment collection into a single governed workflow. Send your engagement letter. Your client reviews it, signs it, and pays the deposit, all in one step. You get notified the moment it's complete.
Send Securely
Deliver documents with full protection, tracking and access controls from the first send.
Sign Confidently
Legally binding eSignatures with consent and identity verification baked into every workflow.
Get Paid Faster
Collect deposits and fees at the point of signing. One step. No separate invoicing.
Stay In Control
Watch every interaction in real time. Revoke access to shared documents the moment circumstances change.
Built for the way professional services businesses actually work.
Engagement letters
Send legally binding engagement letters with signature and payment collection built in. No more unsigned agreements sitting in inboxes.
Client proposals
Track exactly when your proposal was opened and how long the client spent reviewing it. Follow up with confidence, not guesswork.
Onboarding documents
Automate your entire client onboarding flow. Documents, signatures, payments and consent, all in one governed sequence.
Confidential reports
Send sensitive reports and advice documents with download limits, watermarking, and expiry dates. Your IP stays protected.
Trusted by businesses that handle important documents
What our customers say.
We distribute confidential investor materials and consultant onboarding documents through DociShield. We know exactly who has opened what and when, and we can revoke access instantly if anything changes. For the sensitive information we handle, that level of control is not optional.
As an NDIS provider we need to be audit-ready at all times. DociShield gives us a complete record of every service agreement, every consent, and every signature. Our compliance process went from stressful to completely straightforward.
We use DociShield to onboard every new tutoring centre onto Enrolist. Our service agreements go out as secure links, clients sign and we have a complete record of every agreement from day one. It is more intuitive than anything else we tried and the pricing made sense for where we are as a business. The back and forth we used to deal with is completely gone.
We send construction contracts through DociShield and collect payment at the point of signing. What used to take days of back and forth now happens in one step. The client signs, the deposit is collected automatically, and we can get started. It has genuinely changed how fast we close jobs.
Ready to stop chasing and start controlling?
No credit card required. From signup to first agreement in minutes.