Offer your clients secure, lifelong document storage

Yes. Firms commonly start on Self-Serve and move to Turnkey once they've validated the offering with their clients, or move from Turnkey to Self-Serve if they decide to bring billing in-house. We handle the migration of client vaults and billing relationships — your clients experience continuity through the change.

On Self-Serve, you have 90 days to export client data or transfer clients to a new vault solution before vaults are archived. Clients can also choose to convert to a direct SLDocs subscription, keeping their vault and data intact.

On Turnkey, because your clients have a direct subscription with us, their vaults continue uninterrupted regardless of what happens to your firm's relationship with SLDocs. This is the continuity guarantee.

For Turnkey firms specifically: your clients' subscriptions are with SLDocs directly, not with your firm. If your firm closes, sells, dissolves, or simply ends its relationship with SLDocs, each client's vault and access continues without interruption. They keep their documents, their recipients, their access rules — everything.

For estate planning attorneys planning their own succession, this answers a question that's been hard to answer for decades: what happens to all of this when I'm gone?

Every document is encrypted with a unique AES-256-GCM key. Those per-document keys are themselves wrapped by keys held in Google Cloud KMS — and for law firm clients, those wrapping keys are scoped to your firm (your tenant). Encrypted files are stored in Cloudflare R2.

Practically: SLDocs operators cannot casually browse your clients' documents; access requires an explicit, audited server-side operation. Cross-tenant access is mathematically prevented at the encryption layer, not just by access control policy. This is the architectural design the platform is built on.

We design and operate to SOC 2 controls and our architecture is aligned with ABA Model Rule 1.6 and state ethics opinions on cloud storage of client confidences. We can provide our current security documentation under NDA on request.

We are deliberate about not overclaiming. If you need a specific certification status (SOC 2 Type II report, HIPAA BAA, state-specific assessment), ask us directly and we'll tell you exactly where we are in the process.

Yes, on both tiers. You can configure:

• Your firm's name and logo throughout the portal
• Custom colors aligned to your brand
• Email sender name and signature
• Custom domain (e.g. vault.yourfirm.com) — included on Professional and Turnkey

Clients on your firm's branded vault see your firm's identity, not SLDocs.

The vault belongs to the client. If a client offboards from your firm — whether they switch attorneys, the engagement ends, or your firm closes — their vault converts to a direct relationship with SLDocs. They keep their documents, their designated recipients, and their access. The firm's audit trail of the engagement period is preserved separately.

Not yet. We're focused on doing one thing exceptionally well: secure, long-horizon document custody with controlled access for recipients. Integrations are on our roadmap and we prioritize them based on customer requests. If your firm uses a specific tool, tell us during onboarding.

Turnkey is a flat annual platform license that covers your firm's branded setup and ongoing support relationship, paid in installments. No per-client fee, no revenue share. Your clients pay SLDocs directly at a preferred rate that we set; you don't mark up our pricing or process client payments.

We'll send you a written proposal based on your expected client volume. For most firms enrolling 50–250 clients, the firm's annual cost is comparable to a Self-Serve subscription at the same scale — but with zero billing operations on your end.

SLDocs was founded by attorneys who kept hearing the same two questions from estate planning clients:

“Where can I safely store my estate planning files so they can be accessed if something happens to me?”

“How will my contacts get my files if something happens to me?”

We didn't find a good answer in existing tools — they were either generic cloud storage with no role-based access for executors, or enterprise document management built for active matters, not for the decades-long wait between when an estate plan is drafted and when it's needed. So we built the thing we wished we could recommend.

Two separate questions, both worth a straight answer.

If your firm closes, sells, or you retire: the vault doesn't depend on your firm staying in business. On Turnkey, your clients hold a subscription with SLDocs directly, so their vaults continue without interruption. On Self-Serve, clients can convert to a direct subscription and keep their documents, version history, and designated recipients intact. This is the same continuity described above — it exists precisely so an estate plan outlives the practice that drafted it.

If SLDocs winds down: you are never locked in. You and your clients can export documents at any time, and we encourage keeping your own copies. The data is yours and portable — we don't hold anything hostage. If we ever ceased operations, we would provide advance notice and a clear export window so every vault could be retrieved before any shutdown.