For agencies, legal ops, consultants, and recruiting teams

Stop collecting client files across email, chat, and random drives.

DocSafe Flow turns messy client document handling into one controlled workspace: secure upload, auto-sorting, redacted copies, approval checkpoints, and final delivery links. This is not a generic AI pitch. It is a workflow teams already pay to fix.

See Packages See Workflow

1 controlled intake link
3 states: collect, approve, deliver
USDC supported for direct payment

The Problem

Most teams do not lose money on documents because PDFs are hard. They lose money because the process is sloppy.

Scattered intake

Files arrive in too many places, names are inconsistent, and operators waste time just figuring out what is missing.

No clean redaction step

Teams often share raw documents when they only needed a safe, redacted copy for review, proof, or partner handoff.

Approval is invisible

Nobody knows whether a file is waiting on the client, waiting on internal approval, ready to sign, or safe to deliver.

Workflow

The narrow wedge: intake, redact, approve, deliver.

1. Secure intake link

Give the client one place to upload. Ask for the exact file types and fields you need instead of letting them guess.

2. Auto-sort the submission

Group documents into predictable buckets like identity, contract, invoice, compliance, and delivery attachments.

3. Create redacted copies

Generate a safe version for internal review, external sharing, or proof capture without exposing the raw file.

4. Move through approval states

Track waiting, approved, revision needed, ready to sign, and delivered without chasing status in chat.

5. Ship a clean delivery package

Send the final link, timestamp, and next action clearly so the client knows what was delivered and what happens next.

Buyer Types

Best first buyers are small teams with immediate operational pain.

Agency account teams

They collect logos, brand files, contracts, invoices, and approval files from clients all month.

Open Agency Version

Legal and signing operators

They need a safer path from draft to signature to final archive.

Open Legal Version

Consultants and recruiters

They handle candidate documents, onboarding files, and client approvals with too much manual follow-up.

Open Recruiting Version

Send Order

Route buyers into the shortest page that matches their pain.

Need the send logic

Use the DocSafe router when you need to decide which page to send to which buyer instead of guessing in the moment.

Open Send Router

Need the close logic

Use the close board when the buyer accepts the workflow and you need to lock scope before asking for the deposit.

Open Close Board

Packages

Sell the workflow fix, not a giant platform rebuild.

Audit

$300

Document Flow Review

current intake teardown
risk map and leakage points
proposed state model
$90 wallet deposit

Open Audit Start

Core

$900

DocSafe Setup Sprint

intake page structure
redaction and approval logic
client delivery flow
$270 wallet deposit

Open Setup Sprint

Ops

$2,000

White-Label Workspace

private workflow setup
team roles and delivery states
handoff and onboarding docs
$600 wallet deposit

Open Workspace Start

Payment

Use direct wallet settlement if that is faster than invoicing.

Preferred asset: USDC. Preferred simple route: Base. After payment, send the transaction hash and the chosen package.

0xB3e9568A9cbB624403743340358c85CCce130893 Open Audit Start Open ROI Calculator Open Stack Picker Open Scope Builder Open Approval Planner Open Delivery Matrix Open Batch Mapper Open Reminder Ladder Open Invite Delivery Open Template Library Open Signer Experience Open Brand Locale Open Signature Evidence Open Field Validation Open Field Schema Open Conditional Logic Open Webhook Router Open Embed Launchpad Open Completion Package Open Recovery Planner Open Access Governance Open Identity Gate Open Packet Builder Open Research Basis