Simple setup

Create your account and start inviting clients – we’ll take care of the rest.

Linked profiles

  • Our platform allows you to structure your accounts and profiles in a way that works for your organization.
  • Once a primary account has been created, you can link additional profiles to the parent organization.
  • A single login grants you access to any profiles you have permission to view, switching between them at the click of a button.

White glove service

  • Our team will digitize and configure your forms in the exact format you require, set up the attachment requirements and walk you through the process of creating and sending your first LockDoc.
  • You can be up and running in days.
  • We want your onboarding experience to be as simple and hassle free as using our platform – if you have any questions, our team is available through email and chat.