Everything client document work demands.
Six capability areas. One workflow your clients actually use.
Secure sharing
Time-boxed links
Set expirations in minutes, hours, or days. Links self-destruct on schedule with no admin cleanup.
Identity-verified recipients
Optional one-time email codes, SMS verification, or SSO challenge before any document opens.
Watermarking and view tracking
Per-recipient watermarks render server-side. See exactly who viewed each page, for how long.
Document collection
Request templates
Pre-built request templates for 1040 prep, audit confirmations, vendor onboarding, KYC, and more.
Smart reminders
Automated nudges escalate from gentle to firm. Clients see a clean status page, not a chase.
Conditional logic
Only ask for the W-2 if there's a W-2. Branching forms keep the request list short.
White-label portals
Your domain
Custom CNAME and TLS provisioning. Clients never see "VerifyPage" — they see your firm.
Your brand
Logo, palette, typography, and copy customization. Match your firm's existing identity exactly.
Your terms
Embedded engagement letters, signature gates, and per-jurisdiction disclosures.
Compliance and audit
Immutable audit log
Every event hashed and chained. Tamper-evident, queryable, exportable to your SIEM.
Retention policies
Per-folder, per-matter, or per-jurisdiction. Auto-purge with legal hold overrides.
eDiscovery export
Generate a complete custodian package in one click — chain-of-custody included.
Integrations
Microsoft 365
Outlook send-from, Teams file picker, OneDrive sync, Entra SSO.
Google Workspace
Gmail attachment intercept, Drive picker, Google SSO, Workspace audit forwarding.
DocuSign & Adobe Sign
Send-to-sign without copying files; signed documents return into your matter automatically.
NetDocuments & iManage
Bidirectional matter sync. VerifyPage respects your DMS as the source of truth.
QuickBooks & Xero
Per-client folder mapping. Receipt and statement requests auto-routed to the right ledger.
Salesforce & HubSpot
Contact and opportunity sync. Client portal access tied to CRM stage.
Admin and governance
SAML 2.0 and SCIM
Plug into Okta, Entra ID, JumpCloud, OneLogin. Lifecycle provisioning included.
Role-based access
Granular roles for partners, associates, paralegals, and external collaborators.
Data residency
US, EU, UK, Canada, and Australia regions. Pin a client to a region for the lifetime of the relationship.