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Trust begins with clarity

Your documents deserve
special care.

Controlled access, encrypted files and visibility into actions. Here’s how Dossilo handles your firm’s documents.

Encrypted files.

The application encrypts files and filenames using AES-256-GCM. Documents are kept in private storage and transferred over an HTTPS connection in production.

Individual access.

Each person uses their own access. Sign-in works through an invitation link, an email code or a passkey. Each firm has a separate workspace.

An accessible history.

Actions are recorded in a log that the application cannot rewrite. Owners and administrators can review it and export it as a CSV.

Hosting and data processing

Know where your data
is processed.

Document storage location and platform hosting are two separate considerations.

The platform

The application and its database are hosted in the United States. Metadata, form answers and document processing, including viewing and exports, pass through this infrastructure.

Your firm’s files

Document storage in the United States or Canada is selected when the workspace is created, subject to availability. Canadian storage of files at rest does not mean all data is hosted or processed in Canada.

We confirm available locations and the terms with you before opening your workspace.

Discuss your hosting requirements

Retention you control

Collect, deliver,
then archive in your own tools.

Your firm chooses the retention period after a matter closes. The default setting deletes documents after 90 days. Export files to your professional archive before that deadline.

Closed matters are read-only. Dossilo supports collection and delivery; your long-term archive stays in your own tools.

Practical answers

Access, in practice.

Who can see a matter’s documents?
Authorized firm staff and everyone invited to that matter. Participants can see all documents within the matter. Use separate matters when documents should not be shared between parties.
Do emails contain the documents?
Notifications link to the portal. Files are not attached to emails, and their contents are not copied into them.
Can the support team access a workspace?
A Dossilo administrator can open a temporary support session to resolve a problem. The session is limited to one hour, and its actions are identified in the activity log.
What should we check before getting started?
We can walk you through the workflow, available storage locations and retention terms. Your firm can then assess how these fit its professional obligations and internal policies.

Your next matter can be simpler

Less follow-up.
More time for your clients.

Request my trial

30 days to try it. No credit card required.