For Consultants
For Consultants
Handle client credential exchanges, confidential documents, and sensitive onboarding workflows professionally — with encrypted sharing, tracked requests, and audit trails that protect both you and your clients.
Professionalize Your Intake ProcessChallenges you face
Client credentials arrive via email
Clients send passwords and access details over email because they don't know a better option. You accumulate a growing liability in your inbox.
No professional intake process
Asking clients to email credentials looks unprofessional and raises questions about how you handle their data.
No documentation of what was received
When a project ends, there's no clean record of what access was exchanged, when, or through which channel.
Sharing credentials with contractors
When you bring in a subcontractor, passing client credentials is awkward — email creates risk, chat tools aren't designed for it.
How doconvoy helps
Professional branded intake
Send clients a branded intake request. They submit credentials through an encrypted form that reflects your professional identity.
Learn more →Encrypted credential handoffs
Share API keys, passwords, and access details with contractors using one-time encrypted links, never an email thread.
Learn more →Project-based organization
Each client engagement gets its own project. Credentials, requests, and audit history are cleanly separated.
Learn more →Documented exchange history
Every intake request and secure share is logged with timestamps. Your audit history demonstrates professional handling.
Learn more →No client account required
Clients submit credentials through a link — they don't need to sign up for anything. Zero friction for them.
Learn more →Reusable onboarding templates
Build your standard intake process once. Use it across all engagements for consistency and efficiency.
Learn more →Your client's first impression of your security is the moment they send you credentials
If your onboarding process ends with "can you email me the login?", that's what they remember. It doesn't matter how good your work is. The process signals how seriously you take their data.
doconvoy replaces that moment with a professional intake link. It's branded with your identity, encrypted end-to-end, and it leaves a documented record on both sides.
What consultants use it for
- Initial onboarding — a branded request form that collects exactly what you need at the start of an engagement
- Ongoing credential exchange — sharing access details with clients or contractors through tracked encrypted links
- Subcontractor handoffs — passing client credentials to collaborators with one-time links and verification
- Project closeout — a clean audit record of everything exchanged during the engagement
The audit trail as a professional asset
The audit history in doconvoy does more than cover you on security. It's documentation of your professional process. When a client asks how their credentials were handled, you have a clear, timestamped record showing that everything was managed responsibly and encrypted at every step.
Built for professionals who handle sensitive client information every day. Try any workspace free for 3 days — no credit card required.
Professionalize Your Intake Process