Client intake without
the inbox chaos
Onboarding still starts with a checklist: ID, contracts, company details, access credentials. Email is the wrong place to collect them.
Hypervault gives you a secure intake workflow: request what you need, store it encrypted in the EU, and share only with the people who should see it.
No credit card required.
Why intake falls apart in email
Every missing attachment, forwarded thread, or stale file in a mailbox is a risk for you and for your client.
Scattered requests
Different people ask for different files in different threads. Nothing lives in one controlled place.
No expiry after send
Once a client emails a document, copies persist in inboxes you cannot wipe or audit.
Credentials in the mix
Login details and API keys often arrive in the same channel as contracts, ready to be leaked.
Weak client trust
Asking for sensitive data by email signals that security is optional. A vault request feels intentional.
A clearer intake flow
Keep the checklist. Change the channel.
Request
Send a secure link for the documents and details you need for kickoff.
Protect
Use expiration windows and optional OTP so access is time-bound and deliberate.
Organise
Files and secrets land in your encrypted vault, ready for the right team members.
Built for teams that onboard clients every week
Agencies & consultants
Collect brand assets, access, and contracts without drowning Slack in attachments.
Legal & finance
Intake KYC packs and engagement letters with a clearer retention story.
MSPs & IT
Gather customer credentials and runbooks into structured vaults from day one.
Accountants & advisors
Request tax packs, mandates, and identity files without another shared Drive folder.
Questions about secure client intake
Start intake in a vault, not an inbox
14-day trial. No credit card. Send your first secure request and give clients a safer way to share what you need.
Book a non-binding call
Use the form below. We will get back to you within one workday to plan a short conversation. No obligation.
Want to test for yourself (without a sales call)?
Start your 14-day free trial.
Start your 14 day trial