Streamline your
information requests
Secure RFI replaces messy email threads with a structured, secure portal — so accountants, lawyers, and consultants can request, collect, and verify client information with confidence.
Efficient Tracking
Seamlessly track and follow up on information requests, ensuring nothing falls through the cracks.
Enhanced Security
Rest assured knowing that your sensitive information is protected with double encryption and secure data-exchange protocols.
Improved Communication
Foster clearer, more efficient communication between parties, reducing misunderstandings and delays.
Features
Recipient List
Client Management
Import your contacts, organise them with tags, and manage everyone in one place — no spreadsheets, no copy-paste, no lost details.
Enter verification code
Please enter the code we sent to your email.
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Security Verification
When accessing a Secure RFI or viewing sensitive information, recipients receive a unique one-time code via email. They simply enter the OTP to verify their identity and ensure secure access.
Create RFI Request
Quick Templates
Save any request as a reusable template and spin up a standard RFI in seconds. Stop rebuilding the same checklist for every new client.
RFI List
Comments
Clear Communication
A built-in comment thread on every item means questions and clarifications happen in context — no separate email chain, no confusion about which document a question refers to.
Product Roadmap
We are building Secure RFI in the open. Here is a glimpse of what is coming next.
Custom Branding
White-label the client portal with your firm’s logo and colours, so every request feels like an extension of your brand.
Storage Integrations
Beyond Google Drive and Dropbox — connect the storage services you already use and keep documents where they belong.
AI Features
Custom AI models review submissions instantly and answer recipient questions automatically — cutting turnaround from days to hours.
Use Cases
Legal Documentation Exchange
Law firms often need to exchange sensitive legal documents with clients, other firms, or courts. Secure RFI ensures that these documents are securely transmitted, tracked, and reviewed, streamlining the entire process while maintaining confidentiality.
Contact Us
Let's connect.
We can't wait to hear from you.
Our Office
Bundall
Unit 15, 13 Karp Court
Bundall, QLD 4217
Australia
Contact Details
FAQ
Security is our top priority. All data is stored with double encryption inside a secure, permissioned cloud infrastructure, every action is captured in an audit trail, and recipients verify their identity with a one-time code before they can view sensitive information.
No. Clients open a private, secure link and verify themselves with a one-time code sent to their email — there is no password to create or remember, which makes the experience effortless and far more secure than email attachments.
Yes. Secure RFI integrates with the online storage services you already use, so documents land where you want them while you gain a streamlined, trackable request process on top.
The traditional back-and-forth of an RFI can take around five business days. With structured checklists, in-context comments, and AI-assisted review on the roadmap, we expect to cut that to a maximum of one to two business days.
It is designed for professional services firms — accountants, lawyers, and consultants — and anyone who regularly collects sensitive documents and information from clients and needs a clear audit trail.
Absolutely. Save any request as a template, then reuse it to create a standard RFI in seconds — with improved template management and previews on the roadmap.