Private Data File lends itself to a variety of legal applications where sensitive documents need to be shared with others outside the firm quickly, competently and with secure control. Document assembly and practice management software just can’t address the needs of a client relationship effectively when documents need to be shared outside the firm. High value transactions demand the strength and simplicity that only Private Data File can provide. Law firms, accountants, title agents, mortgage companies, real estate brokers, developers and other professionals use it with great success in the following areas:
Helps put client’s important trusts, wills and other estate documentation within easy reach with the certainty that they are getting the right document every time.
Title agencies, realtors and attorneys all appreciate having one comprehensive place for accessing all transaction documents that speed due diligence.
Managing patents and IP transactions become simpler especially since Private Data File can handle any file format.
Require delicate handling of confidential documents.
Sarbanes-Oxley, HIPAA, GMP and FDA 21 CFR part 11 Compliance all demand transparency, security and document control with effective records management online.
Fund raising, private placements, corporate restructuring, technology licensing and syndicated loans can all benefit from the speed, control and confidentiality of Private Data File.