For law firms · Estate Vault SaaS
Offer your clients secure, lifelong document storage
SLDocs gives estate planning firms a private, encrypted portal to manage client documents — and lets clients share access with their recipients and executors when the time comes.
Recent activity
From our practice
A couple of times a year, the same email arrives: “Your firm prepared our estate plan a few years ago. The kids are grown now and we'd like to make some changes — but we can't find the documents. Can you send a copy?” We always can. But it means the firm has quietly become the only place those documents reliably live, and every update starts with a search through old files.
Give clients a vault and they always hold their own current copy — your firm stops being the filing cabinet of last resort.
Why offer this
Your clients open it for years — and your firm's name is on every visit.
An estate plan sits untouched for a decade, then matters all at once — a diagnosis, a death, a move across state lines. When your client reaches for it, they land in your firm's branded vault, not a shoebox or a forgotten cloud drive. The plan you drafted stays current, in one place, with your name on the door.
Open matters
- Okafor Family TrustViewed 2d ago
- Estate of R. CallowayExecutor named
- Whitmore — Healthcare POAStaff scoped
Organized the way you already think — by matter
Each client is a matter with its own encrypted portal. Turn on matter scoping and a paralegal sees only the estates assigned to them — not the whole book of business. Clients only ever see their own documents.
A record that survives the file
Every view, download, and access grant is timestamped and attributed. When you need to show who touched what — for a client, for your carrier — it's already there.
Capabilities
Built for how firms actually work
No active-matter DMS to wrestle, no consumer drive to police. Three things, built for the decades between drafting an estate plan and needing it.
Per-client portals, recipient-ready
Each matter gets its own secure space. When a client is ready, they grant access to a recipient, executor, or co-attorney straight from their portal — immediately, only on request, or only after a stretch of silence. You set up the vault; they hold the keys.
Roles that match your org chart
Firm Admin, Firm Staff, and Client, each with its own permission floor. Switch on matter scoping and a staffer's view narrows to the matters assigned to them — partners and associates see the practice, paralegals see their desks.
Encrypted per document, isolated per firm
Every file carries its own AES-256-GCM key, wrapped by a key unique to your firm in Google Cloud KMS. A document encrypted under your firm's key cannot be read under another's — isolation is enforced in math, not policy.
Pricing
Two ways to bring SLDocs to your firm
Choose the model that fits how your practice runs. Both include white-label branding, your firm's audit log, and the full document portal.
Self-Serve
Your firm runs the client relationship.
You operate SLDocs as your firm's branded vault service. You enroll clients, set what (if anything) to charge them, and handle that billing through your existing practice management. SLDocs is your platform; the client relationship is yours.
For firms with up to 70 active client vaults.
- 50 Personal-tier client vaults + 20 Family-tier vaults included
- Unlimited firm staff seats
- Custom branding (logo, colors, sender name)
- “Powered by SLDocs” shown on client portal
- Firm-wide audit log
- Email and document portal access
- Standard onboarding
For firms with up to 210 active client vaults — and a wellness service your clients can't get anywhere else.
- Everything in Starter
- 150 Personal-tier client vaults + 60 Family-tier vaults included
- Wellness check-in monitoring included for every client — periodic “are you okay?” check-ins with escalation to the people they've named, at no cost to your firm or your clients
- Custom domain (vault.yourfirm.com)
- Firm-branded email sender address (notifications@yourfirm.com)
- Priority support
On both tiers: a Family vault covers a whole household — both spouses, a trust entity, and adult children's early documents (powers of attorney, healthcare directives) — while Personal vaults suit individuals and couples with simple wills. Additional vaults are available on either tier as your firm grows. Prices exclude applicable U.S. sales tax; tax is calculated on each invoice based on your firm's billing address.
Turnkey
We run the client relationship. Your firm gets the brand.
Your firm sponsors clients into SLDocs as a benefit of the engagement. We handle enrollment, billing, payment recovery, and direct client support — all under your firm's brand. Your clients have a direct subscription with SLDocs, which means their vault outlives any change to your firm.
What your firm gets
- Fully branded experience on your custom domain, with “Powered by SLDocs” removed from the client portal
- No billing operations, no payment recovery, no client billing support
- Continuity guarantee: clients' vaults persist independent of your firm's status
- Co-branded onboarding materials and client letters
- Firm oversight portal and audit log
- Dedicated account contact
What your clients get
- A direct subscription with SLDocs, branded as your firm's vault service
- Full vault feature set: unlimited documents, family member vaults, secure entries for non-document records
- A preferred rate, available only through your firm
- Their data, portable and theirs, regardless of what happens to your firm
Pricing
Flat annual platform license, paid in installments. Your clients pay SLDocs directly at a preferred rate set by us. No per-client fee, no revenue share, no markup tracking, no surprises at renewal.
Built for firms enrolling 25 or more clients.
All plans include encrypted document storage, role-based access, recipient designation, audit logging, and recipient & executor access flows. No setup fees. No annual contract required on Self-Serve.
Multi-office, multi-state, or 500+ clients? We work with larger practices on custom arrangements, including SSO and dedicated infrastructure. Contact us →
Compare side by side
| Self-Serve | Turnkey | |
|---|---|---|
| Who bills your client | Your firm | SLDocs |
| Who supports your client | Your firm | SLDocs |
| White-label branding | ||
| Custom domain | Professional tier | Included |
| “Powered by SLDocs” in portal | Shown (both tiers) | Removed |
| Continuity if firm closes | Manual transfer | Automatic |
| Best for | Firms that bill clients for vault | Firms that include vault as a benefit |
FAQ
Questions firms ask
If yours isn't here, write to us at info@sldocs.com — we read every message.
Please don't email sensitive personal or health information or documents — email isn't encrypted and may be stored outside the U.S. Use your in-product vault instead.
Can we switch between Self-Serve and Turnkey later?
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.
What happens to our clients' data if we cancel SLDocs?
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.
What does the "continuity guarantee" actually mean?
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?
How is client data encrypted, and can SLDocs read it?
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.
What are your security and compliance claims?
Every document is protected with per-document AES-256-GCM encryption, wrapped by per-tenant keys in Google Cloud KMS, with role-based access and full audit logging. We can provide our current security documentation under NDA on request.
We are deliberate about not overclaiming. If you need a specific certification status, ask us directly and we'll tell you exactly where we are in the process.
Can our firm's brand fully replace SLDocs in the client experience?
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.
What if a client wants to leave our firm but keep their vault?
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.
Do you integrate with Clio, MyCase, NetDocuments, or other practice management tools?
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.
What does pricing actually look like on Turnkey for our firm size?
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.
Who founded SLDocs and why?
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.
What happens to my documents if the firm goes out of business — or SLDocs does?
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.
Still deciding? Book a 20-minute walkthrough and we'll show you the firm portal, the client experience, and how onboarding works for your practice.
What lasts
Two guarantees behind “for life”
We use the word “lifetime” deliberately. Two distinct policies make it true — one for what happens if your firm ever leaves SLDocs, and one for what happens if a client's account ever lapses.
Portability
If your firm ever leaves SLDocs
Your clients keep their vaults. Each client transitions to their own personal SLDocs account at no cost, with all uploaded documents intact and encryption keys rotated to them. They can continue on a free tier (up to six documents) with just a periodic sign-in to keep it active, or upgrade for larger vaults. No data is lost in the handoff, and your former clients aren't stranded.
Retention
If a client's account ever lapses
Documents are not deleted. Encrypted ciphertext remains in storage and key material remains wrapped in our key-management system. A lapsed client — or their family, years or decades later — can restore access by paying a reactivation fee scaled to the time elapsed. Estate documents are typically needed long after they're uploaded; we built the policy to match that reality.
Request firm pilot
Ready to offer this to your clients?
Tell us about your practice and we'll set up your firm with a member of our team. Your clients get a vault built for a lifetime — documents stay encrypted and recoverable, even decades later.
Request firm pilot