Feature
Workspaces & Projects
Organize your secure sharing and intake workflows by client and project. Full isolation, custom branding, reusable templates, and role-based access across your team.
Project isolation
Each project has its own secrets, requests, templates, and audit trail — completely separated from others.
Custom branding
Apply your logo, workspace name, and colors to sharing pages and intake forms.
Reusable templates
Save intake forms and sharing workflows as templates, reusable across clients and team members.
Role-based access
Grant members specific roles and permissions per workspace and project.
Team invitations
Invite collaborators with revocable access and clear permission boundaries.
Multi-client ready
Built for agencies and consultants managing parallel workflows across many clients.
When everything is in one place, nothing is safe
Managing five clients in a single shared folder isn't organization — it's a liability waiting to happen. The wrong team member sees the wrong credential. A client's data shows up in another client's view. You can't tell from the audit trail which project an event belongs to.
doconvoy gives you a structure that maps to how your work actually operates: a workspace for your team, and separate projects for each client or context.
Workspaces: your team's encrypted environment
A workspace is the top-level container for your team. Everyone you invite shares encrypted access to the workspace. Custom branding — your logo, your workspace name — appears on every share page and intake form your team sends.
Your workspace has its own audit trail, its own templates, and its own access control layer. It's the trust boundary for your team.
Projects: isolation where it matters
Within a workspace, projects are where work actually happens. Each project has:
- Its own set of secrets and requests
- Its own templates
- Its own access permissions (you can assign different roles per project)
- Its own audit trail entries, searchable independently
Client A's credentials don't appear in Client B's view. A junior team member assigned to one project can't browse another. The structure enforces the isolation automatically — you don't have to manage it manually.
Custom branding
Your workspace logo and name appear on every outward-facing page: share links, intake forms, branded request pages. Clients see your identity, not a generic tool.
On plans that support it, you can also remove the "Powered by doconvoy" attribution for a fully white-labeled experience.
Reusable templates
Build your standard intake forms once and reuse them across every project. New client onboarding? Same template, new project. Vendor data collection? Template ready. The work is upfront; after that you're just instantiating it.
Templates live at the project level, so each team can maintain its own without cluttering others.
Join agencies, consultants, and remote teams who handle sensitive information securely. 3-day trial per workspace. No credit card required.
Set Up Your Workspace