Use Case

Secure Client Onboarding

Replace credential emails and unsecured forms with structured, encrypted intake workflows. Collect passwords, access credentials, and onboarding data from new clients — safely.

Start Onboarding Securely

The Problem

Credentials sent over email

Clients email passwords in plain text. Those credentials sit in inboxes forever, accessible to anyone who compromises the account.

No tracking or confirmation

You have no way to know if a client actually submitted their credentials, or when. Follow-up emails pile up.

Inconsistent intake process

Each onboarding is ad hoc. Some clients use email, some use chat. Nothing is standardized or auditable.

Compliance and liability risk

Collecting sensitive data through unencrypted channels creates liability. You can't demonstrate how credentials were handled.

How it works

1

Create a branded intake request

Build a structured intake form with exactly the fields your onboarding requires — login credentials, API keys, account details, file uploads.

2

Send the encrypted link to your client

Share a branded, professional intake page. Your client sees your workspace name and logo — not a generic tool.

3

Client submits securely

Everything they enter is encrypted in their browser before submission. No plaintext data reaches our servers.

4

You receive and decrypt

You're notified of the submission. Open it in your workspace to decrypt and access the credentials. Full timestamp recorded.

5

Audit trail is captured

The entire exchange is logged — when the request was sent, when it was opened, when it was submitted. Available for compliance review.

Benefits

  • —Credentials never transit through email or chat
  • —Structured, repeatable intake process across all clients
  • —Reusable templates reduce setup time for recurring onboardings
  • —Branded experience builds client trust in the process
  • —Full audit trail for compliance and accountability
  • —No client account required — they just open the link

The onboarding problem every agency and consultant faces

You've just signed a new client. You need access to their hosting account, their social media, their analytics platform, their CRM. The natural thing — send an email asking for credentials — is also the worst thing from a security standpoint.

That email thread becomes a liability the moment it exists. It's searchable. It's backed up. It's accessible to anyone who compromises the inbox. It has no expiration. And there's nothing stopping your client from forwarding it.

Most agencies tolerate this because the alternatives seem complicated. They aren't.

What a secure onboarding workflow looks like

With doconvoy, you create an intake request template once. Each new client gets a link to a branded form that asks for exactly what you need. They fill it out, attach any relevant files, and submit — all encrypted before it leaves their device.

You get a notification. You open the submission. You decrypt the credentials. The exchange is logged with timestamps.

Your client never needed an account. You never received a password in an email. And you have a documented record of the entire process.

For agencies managing multiple clients

If you run an agency, you're doing this onboarding process repeatedly — often with different team members handling different clients. Templates let you standardize the intake form. Project isolation ensures client A's credentials don't appear in client B's workspace. Role-based access means only the right team members see each client's data.

Create a branded onboarding request in under 2 minutes. 3-day trial per workspace. No credit card required.

Set up your first intake request

Handle sensitive client information securely — from onboarding to handoff. Try any workspace free for 3 days — no credit card required.

Start Onboarding Securely