Secure document sharing

Your clients' passports don't belong in your inbox.

Give every client or matter its own Trust Circle, with documents, people and qualified signatures in one place. Everyone inside has verified their identity.

€0 per identity check · Qualified e-signature built in · Files stored in Stockholm, EU

Trust Circle · Nordvik M&A

Nordvik M&A

Term sheet, due diligence and closing documents

PHMJSAELKEAll eIDAS verified
Share purchase agreement.pdfRequires your signature
Due diligence report.pdfIn progress
Board resolution.pdfCompleted
Passport, Sofia AlbrechteIDAS verified
Tax due diligence memo.pdfDraft

One Trust Circle · one version of each file · only verified people can open it

Sound familiar?

Email works until the day it doesn't

INBOX · 09:14

Fwd: Fwd: passport copy

To: accounts@, j.berg@, assistant@…

You sent it once. It was forwarded three times.

Once a client's ID is attached to an email, you no longer decide who sees it.

In a Trust Circle, only verified members can open a file.

AUTO-REPLY

Erik no longer works at the firm

This mailbox is not monitored.

A colleague leaves. The client files stay in their mailbox.

Contracts, IDs and signed copies end up somewhere nobody checks.

Owners and Admins can open every Trust Circle in the firm, so work never sits with one person.

CLIENT · 16:52

"Which one do I sign, v3 or v4?"

Re: Re: SPA final (use this one)

Three versions of the final contract, in three threads.

Someone ends up signing the wrong one, and you find out at closing.

One file, with its status: draft, in progress or completed.

How it works

One deal, start to finish, in one Trust Circle

Here is how a single matter runs from the first invite to the signed file.

  1. 01

    DAY 1 · YOU

    Create a Trust Circle

    One for each client, deal or family matter.

    + New Trust CircleNordvik M&A
  2. 02

    DAY 1 · CLIENT

    Your client verifies

    Once, in the ZealiD app, in about three minutes.

    Sofia AlbrechteIDAS verified
  3. 03

    WEEK 1 · BOTH

    Files come in

    You and your client upload to the same circle. Each person gets the role they need.

    Due diligence report.pdfIn progress
    Karl ErikssonView-only
  4. 04

    WEEK 3 · EVERYONE

    Sign where the file is

    Start a signing round. Each signer uses a qualified e-signature, in turn.

    Share purchase agreement · 2/3
    Erik Lundgren · your turn
  5. CLOSING

    Everything stays put

    Signed and original copies stay in the circle for everyone with access.

    11 documentsCompleted

Why not email

Email was never built for client files

Email and shared drives
Trust Circle
Who can open a file
Anyone the email is forwarded to
Only people in the circle, each identity-verified
Who is on the other side
An email address
An eIDAS-verified person
Status of each document
Lost in reply threads
Draft, in progress or completed, at a glance
Signing
A separate e-signature tool
Qualified signature inside the circle
Deleted by mistake
Gone from the thread
Restorable for 30 days
Where files are kept
Inboxes and personal drives
Stored in Stockholm, EU

For your IT and security review

Answers your security team will ask for

Your client files sit with ZealiD AB, a Qualified Trust Service Provider under eIDAS. That status is public and independently audited, so your IT team can confirm it without taking our word for it.

  • Listed on the EU Trusted List under Sweden
  • Supervised by the Swedish Post and Telecom Authority (PTS)
  • Audited every year by two accredited bodies, TÜViT and SRC Security
  • Documents stored in Stockholm, EU

ZealiD AB

QUALIFIED TRUST SERVICE PROVIDER

StatusEU Trusted List
SupervisorPTS, Sweden
Yearly auditsTÜViT, SRC Security
Document storageStockholm, EU
Check ZealiD on the EU Trusted List →

Move your next matter into a Trust Circle

Start with one client. Invite them, let them verify, and see how it compares to the email thread.

FAQ

Questions about the client portal

Who can see the documents in a circle?

Only the people in that circle, each with the role you give them. Owners and Admins in your firm can also view any firm circle read-only.

Does my client need to install anything?

Your client verifies once and signs in the ZealiD app on their phone. Your team works in the browser, with nothing to install.

Can people outside my firm join a circle?

Yes. Clients, counterparties and outside counsel join as external members, and each of them verifies their identity.

What happens if a file is deleted by mistake?

Deleted documents and circles can be restored for 30 days.

Does identity verification cost extra?

No. Identity verification is included in every plan, from Micro to Enterprise, with no limit on how many clients you verify. Your client doesn't pay anything either. See plans.

Where are the documents stored?

All documents are stored in Stockholm, EU. Trust services run off cloud in ZealiD's own EU data centres, with client-level separation and built-in deletion workflows.

More questions? See all 58 answers on ZealiD Answers.