ExchangeBusiness processActive
4 participants8 documents2 approvals
Participant access
Document requests6 of 8
Approval workflowIn review
One Secure Workspace for Every Document-Driven Business Process
Securely exchange documents, automate workflows, and collaborate seamlessly with clients, teams, and partners using configurable workflows built for your business.Participants
Documents
Workflows
Notifications
Audit trail
Integrations
Documents are only the beginning.Explore how the platform supports document-driven business processes, controls, and collaboration needs of your industry.
Law Firms & Legal PracticesCoordinate discovery, client documents, matter approvals, and controlled external collaboration.
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HVMSearch documents
1 of 5 uploaded
Case File Summary
Evidence Index
Event Timeline
Witness Statements
Court Filing Draft
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How it worksMove every document process from first invitation to a clear, auditable outcome.
01
Step 01Create an ExchangeBring together the documents, people, and context for a single piece of work.
02
Step 02Set access and workflowAssign the right roles and configure the workflow that guides each Exchange.
03
Step 03Work through the processParticipants collaborate, review, respond, and complete the steps relevant to them.
04
Step 04Finish with a clear recordClose the Exchange with an auditable history of activity, decisions, and outcomes.
01
Step 01Create an ExchangeBring together the documents, people, and context for a single piece of work.
02
Step 02Set access and workflowAssign the right roles and configure the workflow that guides each Exchange.
03
Step 03Work through the processParticipants collaborate, review, respond, and complete the steps relevant to them.
04
Step 04Finish with a clear recordClose the Exchange with an auditable history of activity, decisions, and outcomes.
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Did you know?The hidden risks of everyday document sharing in business
1
High risk of unauthorized accessConfidential Files Can Be Accessed by the Wrong People2
Uncontrolled document distributionShared Documents Spread Beyond Intended Recipients3
No defensible audit trailWithout Activity Logs, You Cannot Prove What Happened4
Regulatory exposure (POPIA, GDPR & similar laws)Weak Controls Increase Compliance and Legal Risk