Saving Time, Saving Money, and Delivering a Better Client Experience: Doxly

Secure Portal for End to End Transaction

Secure Portal for End to End Transactions Doxly was built with one simple vision: transform the archaic, chaotic process of managing legal transactions into a streamlined, efficient process. Built by lawyers, for lawyers, the Doxly platform exists to remove frustrations inherent in legal transactions. Doxly helps lawyers deliver better client experiences while building stronger practices.

The Doxly Story

The idea for Doxly was born at 1 A.M. while Haley (CEO & Founder) and her colleague, Elizabeth Brier, sat surrounded by hundreds of manila closing folders, hunting through thousands of pieces of paper for one missing signature page. A multi-million dollar closing scheduled for the next day hinged on that one page. At that moment, they realized there had to be a better way. In 2016, Haley left Ice Miller to start Doxly and transform the legal transaction management process. Doxly is backed by seasoned software executives and High Alpha, an enterprise cloud venture studio.

Manage the Entire Legal Transaction Process from Diligence To Closing

Signatures Simplified

The firm’s centralized solution allows attorneys to build signature blocks, pages, and packets; send and track for each signatory— automatically. Internal and external parties can also communicate directly within the tool, alleviating the possibility of miscommunication by tying communication to the relevant document.

Closing

Manage your closing checklist and have a real-time view of your documents throughout each stage of the deal process. Collaborate on documents and easily track versions and changes. Build and collect dynamic signature pages for each signatory. Create closing books for distribution to the parties upon closing with a few simple clicks. Monitor post-closing deliverables with Doxly’s workflow tools.

Insights & Reporting

Gain instant insight into how deals are staffed and understand and manage attorneys’ bandwidth. Unlock valuable data from your transactions with customizable reports that analyze deal term trends. Leverage practice performance metrics, including number, size, and type of deals closed, for marketing and business development purposes. Maintain a complete record of the transaction for audit and insurance purposes.

Data Room

Collect and manage all diligence documents for each deal in a centralized data room with built-in communication and workflow tools. Doxly provides an organized and customizable diligence checklist and workflow, collaborative document storage and management, and enterprise-grade security to help you quickly and efficiently complete due diligence.

Doxly’s Secure, Trusted Solution

Risk Mitigation

Doxly adheres to the highest industry standards for security and document management, allowing attorneys to protect clients’ interests with a secure and archivable digital evidentiary record of every deal.

Encryption

Doxly protects its data with At-Rest AES-256 encryption for both RDS instances and file storage. Data in transit is encrypted with 128-bit SSL/TLS or better.

Speed to Close

The firm’s e-signature feature is powered by DocuSign, the leading provider of legally-compliant e-signature solutions.

Enterprise Network Security

Its data centers continually monitor and protect the network with intrusion detection and firewall rules.

Secure Storage and Routine Maintenance

Doxly has secure and reliable data centers. It performs routine maintenance and updates its product features based on customer needs.

Backups and Disaster Recovery

Doxly regularly backs up data to a separate, secure location and has a disaster recovery process in place.

Data Center Security

Your data is protected in secure locations throughout the U.S. with advanced technology through biometric verification and round-the-clock video monitoring.

24/7 Support

Technical support is available to clients 24 hours a day, seven days a week.

Highest Certification

Doxly’s data centers are ISO 27001 and SSAE Type II certified and comply with the U.S.-EU and U.S.-Swiss Safe Harbor Frameworks in place by the U.S. Department of Commerce.

Infrastructure

Its infrastructure is configured to the highest industry standard, providing little to no downtime. The firm has strong safeguards in place to help protect customer privacy.

The Ultra-Modern Leader

Haley Altman, CEO, and Founder:

Haley has over a decade of experience working on complicated transactions in the corporate, private equity, and venture capital verticals. Her practice has extended from the Midwest at Ice Miller to the West Coast at Wilson Sonsini Goodrich & Rosati. Over the years, she has completed thousands of transactions from small debt transactions to $800M public-private mergers opposite attorneys from around the world.

Haley has spent the last ten years of her professional career working for some of the top transactional law firms in the U.S., Ice Miller LLP in the Midwest and Wilson Sonsini Goodrich & Rosati on the West Coast. As she immersed herself more in her career and began to build her book of business, she realized that clients selected legal counsel for the value they could bring to the client in addition to technical legal skills. Haley looked for ways to showcase her technical legal skills and drive value for clients. Through this process, she discovered the necessity of a resource that could easily allow her to better structure her deal-by-deal workflow and better prioritize the work she was doing to showcase the value she brought to transactions.

“Work with us today to master the transaction process with a solution trusted by legal leaders.”