How Private Data File Works for Your Firm

Private Data File is a secure, hosted document sharing and management application that is delivered across the Internet through a web browser using the strongest available commercial encryption to your clients, constituents and staff.
…it’s just a secure area on your website—what could be simpler?

Branded on Your Website for Easy Access from Anywhere

Your Private Data File will be branded for your firm and will seamlessly dovetail with your main website. From anywhere in the world using a secure web browser with no plug-ins or downloads, all participants access documents through the individual login name and password that you grant to them. Every client, deal participant, lender, insurer, title agent, opposing counsel or others, use your Private Data File from start to finish.

Folders and Envelopes: Simple and Intuitive

Furthermore, the intuitive drawers, folders, envelopes and files interface presents documents to your clients that have been granted access much in the same way that they interact with their personal computer desktop. Drawers securely contain collections of folders. Within each folder, documents are organized into envelopes of related material. The result is a logical, simple-to-navigate structure for any legal document, contract, statement patent, will or any other legal documentation with complete security. Access is granted at the envelope level and includes what may be done with the document including view, print and search.

Familiar Document Formats

Documents are presented in secure and standard file formats that protect the confidentiality of the document while also tracking its access and usage. You may also elect to present certain documents in native format, such as Microsoft Word format to facilitate collaboration.

Monitor Document Receipt and Access for Maximum Control

The Private Data File provides an online, secure and highly controlled environment that becomes the focal point for communicating, collaborating and handling all of your matters or transactions. You control all access, time of release, viewing, copying and printing of all documents relevant to a particular client or transaction. The Private Data File will time and log all access of every document by every user granted access to the file and, when collaborating, track revisions of documents. Moreover, the BuildSmart Private Data File eliminates the need for faxing and refaxing or e-mailing documents which are easily misdirected or compromised.

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