Legal Compliance & Regulatory Document Management
In an effort to keep business practices legally compliant, companies need to share documents that ensure they are adhering to a wide array of standards. Conducting due diligence, consenting to a full audit trail, adhering with regulatory compliance reporting, and granting a list of people access to sensitive documents are all crucial aspects to cleanly running a business. Businesses need a secure platform for document creation, posting, sharing, and communicating.
Patents and Intellectual Property
CapLinked is a secure environment where brokers, patent lawyers, and intellectual property owners can store and share information. Our legal records management is compatible with wide-ranging businesses and can also be tailored for law firms and legal practices of all types. CapLinked’s legal practice management allows partners, stakeholders, and other collaborators to share and view sensitive IP with customized permission levels and user activity tracking.
Whether you’re seeking a document management software for law firms or businesses, our secure system makes it easy to control who can view, download, or upload specific files. CapLinked also offers Digital Rights Management (DRM) so you can revoke access to documents even after they’ve been downloaded.
Contact Sales Today
Why Use Legal Document Management Software?
As your company grows, legal document management becomes increasingly complicated. To adhere with current legal standards, your business may have hundreds of paper documents and digital documents, including:
- Incorporation documents
- Federal tax IDs
- Patents and copyrights
- DBA
Legal document management software benefits various company departments, from your specialized legal team to your overall strategists. Consider the following uses:
- Organize documents – Create custom organizational methods by year, document type, or more. Then, access important documents with a few clicks.
- Automate your workflow – Save your Human Resource team time with a legal DMS automatically sorting employee contracts, or reduce friction for your legal department with a single dashboard display. Contract management software may also include smart search, audio-redacting, auto-signing, and other functions useful in document assembly or review.
- Specialize by industry – A smart legal document management system meets your unique needs. A law firm with hundreds of client case files, for example, requires portfolio-style case management software. A manufacturer, however, may store a process sheet with legal document software, prioritizing personalized access controls for easy sharing with stakeholders or potential partners.
Why use CapLinked for legal compliance?
- Streamline your legal compliance efforts with a single, intuitive interface that keeps documents, sharing, and communications all in one place.
- Conduct thorough due diligence for mergers and acquisitions, asset sales, and equity or debt investments through a secure platform.
- Generate a comprehensive audit trail using CapLinked’s advanced Activity Tracker, which records who’s viewed and downloaded any workspace document and when.
- Quickly upload and grant users access to your workspace, and specify who can view which documents depending on their role in your deal.
The Right Plan for Your Business
CapLinked has you covered, whether conducting due diligence and closing deals are a part of your business’s core initiatives, or you just need a data room for a one-off project.
Team
Our starter virtual data room plan grants teams access to the secure document sharing and advanced security features they need.
What You Get:
- Flexible Storage for your project needs.
- Unlimited Guest Users to easily involve external collaborators.
- Advanced Security Features, including custom watermarking and digital rights management (DRM).
- Enhanced Search Tools with OCR technology for efficient document locating.
- Activity Tracker Reporting to monitor all platform activity.
- Permission-Based Access Controls to protect sensitive data.
- Time-Saving Tools like bulk invites and an EZ Q&A feature.
- Unlimited Support & Training Tools, so your team is always set up for success.
- Must-Have Compliance Standards like SOC 2 ensuring your data remains protected.
- No long-term contracts required.
$299/month
Get access to the tools and peace of mind you need at an unbeatable value. Start your 14-day free trial today and see how CapLinked simplifies your work.
Enterprise
Our enterprise plan is ideal for companies that conduct due diligence and close deals as part of their core business functions. Enterprise clients receive exclusive access to Concierge Services.
Why Choose Enterprise?
- Unlimited Secure Data Storage for seamless deal management.
- Personalized Concierge Services with expert onboarding and a dedicated success manager.
- Enterprise-Grade Security with advanced IP whitelisting, real-time virus scanning, and secure SAML-based SSO.
- Custom API Integrations for streamlined workflows tailored to your processes.
- Advanced Tools like PDF editing, redaction, and robust permission controls.
- Guaranteed Reliability with a 99.9% uptime SLA and continuous threat detection.
Exclusive Benefits
- 24/7 Priority Email and Phone Support, any time you need it.
- Full-Service Setup with data migration and ongoing personalized project support.
- Advanced Customization Options like custom login integration and workflows.
Contact us to receive a fully customized solution at a competitive price. We’ll even match any comparable written quote! Click below or call us at (888) 799-6849.
More Solutions from CapLinked
Browse more of our solutions to optimize your deal process and close more.
Secure Document Storage
When you use our VDR to share your enterprise’s data and assets, you can rest assured your information is readily accessible and reliably secure.
Document Management
Confidently share and manage your most sensitive files and documents using the industry’s leading solution.
Due Diligence Data Room
Review financial records and other sensitive documents for M&A due diligence in a secure environment.
Financing
Manage the financing of your business with a a powerful and secure platform to share documents and collaborate with internal and external parties.
Asset Sales & Purchases
Close deals faster by keeping all parties on the same page with our centralized platform complete with a full audit trail.
Bankruptcy and Restructuring
Data rooms for bankruptcy and restructuring streamline the process by providing effective management tools including DRM and access management.
Frequently Asked Questions
Without using a secure virtual data room, data can be breached through unwanted external sources and password sharing.
While there are endless ways to share files online, the most secure way to transfer confidential information is through a virtual data room (VDR) that protects and encrypts your data end-to-end. Caplinked provides a secure platform to conduct and share information with ease.
You need to evaluate each online file sharing platform based on several essential factors, from the control capabilities, compliance and industry standards, to customer service. Please read the 7 features each document security system should have.
No, those online sharing platforms don’t provide enough security for your due diligence. In 2016, file hosting site Dropbox was hacked. Millions of people had their login credentials exposed, which prompted the company to reset all passwords going back four years. Learn more which secure file sharing platform you should use here.
A transaction room allows all parties to sign documents easily. However, it may not be a secure file sharing platform. In some situations, such as due diligence before an M&A deal, may require a higher level of security that a virtual data room provides. Know the difference between a transaction room and VDR before sharing any file online.
The due diligence process before a merger and acquisition deal will work on highly confidential documents like financial statements, assets, employees data and payroll. In addition to that, there are several parties working on the report. CapLinked makes it easier to compile your due diligence report by enabling your staff to track changes in files, manage file permissions, and even revoke access after download.
You can secure your Word Documents by making them Read-Only and/or encrypt them with a password. However, if you are working on highly sensitive materials, individual document protection is not enough.
You should encrypt your business documents, especially if they contain confidential information and will be shared with multiple people. The level of encryption may vary depending on your business needs. Learn more about types of encryption here.
CapLinked provides a secure document sharing platform for all types of business. It enables different parties to share data and communicate without the risk of any information breach.
User access can by monitored, adjusted, and/or removed at anytime by administrators to the dataroom via the Permissions module on the CapLinked browser.
