Empower your clients and your team with secure, end-to-end document control

Legado’s Digital Vault gives your clients and team a secure, structured space to manage, prepare and share important documents.

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Trusted by regulated firms across legal and financial services

Managing documents shouldn’t create risk or slow your team down.

For regulated firms, scattered files and untracked sharing aren’t just inefficient – they open the door to compliance failures. Digital Vault gives clients and teams a shared, secure space to manage, prepare and collaborate on documents, with full visibility and control.

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    Centralised, encrypted storage for sensitive files
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    Track every view, upload and share with audit trails
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    Secure, friction-light access for clients and teams
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    Meets expectations under Consumer Duty and FCA

Simple, secure document workflows for regulated teams

Digital Vault gives your clients and your team a secure, auditable space to prepare, manage and collaborate on sensitive documents -complete with clear controls, secure access, and the flexibility to work standalone or integrate into your existing tools.

Granular Access Controls
Real-Time Audit Trails
Client-Friendly Access
Request responses or consent
Built for Consumer Duty
eSignature Ready

Granular Access Controls

Control exactly who can view, download or share each file, with optional time limits and role-based access.

Real-Time Audit Trails

Track every upload, view and share — giving you clear records for compliance, oversight and reporting.

Client-Friendly Access

Notify clients via email or SMS and give them secure, encrypted access to documents in the Digital Vault -protected by 2FA for complete peace of mind.

Request responses or consent

Use the Vault on its own or embed it into your workflows through flexible APIs – without adding operational overhead.

Built for Consumer Duty

Prove delivery, access and visibility to meet regulatory expectations and internal governance standards.

eSignature Ready

Pair with LegadoSign to capture compliant digital signatures — with signed documents automatically stored and tracked in the Vault for full auditability.

Extend security, control and visibility
across your document workflows

The Digital Vault is built to reduce manual handling, streamline internal operations and improve how sensitive documents are shared – securely and with full oversight.

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Encrypted, compliant storage

Keep documents safe with encrypted storage, strict access controls and full audit visibility across every action.
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Smart notifications and collaboration

Automatically notify clients and internal teams when documents are added, accessed or overdue – keeping everyone in sync and making collaboration seamless.
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Secure document requests

Collect files from clients or third parties using one-click request links — no attachments or inbox overload.
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Structured organisation

Use folders, tags and client-specific views to help clients and teams organise, prepare and find documents with ease.
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Activity reporting

Track uploads, shares and file access with detailed logs to support compliance checks and operational reviews.
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Branded client experience

Maintain trust and consistency by applying your firm’s branding across client-facing document views, notifications and emails.
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Works seamlessly with CommsHub and Legado Sign

Send, sign and follow-up on documents in one place – Digital Vault connects with CommsHub for secure messaging and with Legado Sign for smooth, compliant signing.
Take control of your document process

Empower clients to manage documents with confidence

Digital Vault isn’t just a secure way to share documents. It gives your clients a simple, reliable space to stay organised, get ready for what’s ahead, and feel more in control of their information.

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Help clients stay organised

Clients can upload, store and manage their own documents in one secure space. Whether it’s onboarding, life planning or estate preparation, they’ll know exactly where everything is.
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Secure access when it matters most

Clients can view their documents anytime through a branded experience that’s protected by two-factor authentication. It’s easy to use and built with privacy in mind.
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Keep clients involved from start to finish

From uploading and reviewing to signing and responding, clients take an active role in the process. No chasing, no confusion – just a smoother experience for everyone.

Shaped by the needs of regulated firms

We build in partnership with our customers – continuously improving Digital Vault to meet compliance, collaboration and document management needs as they evolve. From stronger analytics to new sharing options, every update is shaped by real teams, solving real challenges.

Join our Journey

Take control of document delivery with a platform built for regulated teams

From secure storage to compliant sharing, the Digital Vault simplifies how you manage sensitive documents — and helps your team move faster, with less risk.

Book your demo now