Dash Sign gives high-volume professional firms a branded signing portal for clients and staff — so your team does not have to depend on Adobe, DocuSign, and OneSpan as the front-end client experience.
Your brand · Multiple employees · Client-ready audit trails
Implementation pilot
Fixed implementation setup for one team, one brand, and two high-volume workflows.
Free
$0/mo
Validate the signing flow with 5 documents/month
Professional
$19/mo
Active professional use with 100 documents/month
Custom
Custom
Team volume, white-label, API, SSO, and guided rollout
Week 0
Confirm firm brand, workflows, staff roles, trust questions, and success metrics.
Week 1
Set branded entry point, templates, sender roles, signer flow, and sample evidence packs.
Weeks 2-3
Send controlled production documents, monitor client handoff friction, and tune messaging.
Week 4
Review usage, team fit, risk checklist, migration path, and ongoing plan.
Target buyers
The best-fit buyer has multiple employees sending repeated document packages and wants the signing experience to stay under the firm's brand.
Managing partner, operations manager, intake lead
Retainers, NDAs, waivers, affidavits, and closing packages are high-trust client moments that should not feel like a generic vendor handoff.
Give clients a firm-branded signing portal while preserving exportable proof on every file.
Partner, client success lead, practice manager
Engagement letters, consent forms, CRA authorizations, and year-end approvals pile up across portals, inboxes, and seat-based tools.
Standardize recurring client approvals under your own brand before busy season.
Principal broker, compliance officer, deal desk lead
Time-sensitive packages need signer accountability, status visibility, and a defensible completion record across multiple employees.
Replace Adobe, DocuSign, and OneSpan handoffs for the document sets your team sends every week.
Why white-label
Adobe, DocuSign, and OneSpan are established tools. The gap for high-volume firms is ownership of the client experience, staff workflow, and branded trust layer.
Client experience
Generic third-party handoff
Firm-branded signing portal
Team workflow
Seat or envelope model first
Multiple staff users around firm workflows
Control
Vendor-owned front-end experience
Your brand, copy, portal, and rollout path
Evidence
Audit logs inside vendor account
Exportable audit trail and certificate for your file
Trust and compliance checklist
The pilot should not over-promise enforceability or compliance. It should create a clear review path for branding, evidence, privacy, access, and buyer approval.
White-label scope documented before kickoff: brand assets, domain path, staff access, and client-facing language
Canada-hosted primary data residency positioning prepared for buyer privacy and security review
PIPEDA-aligned privacy posture and retention expectations disclosed before live documents are sent
Signer identity, IP, timestamp, OTP confirmation, and activity trail reviewed on sample files
No legal-advice claims: buyer validates enforceability needs with counsel or compliance owners
Pilot success criteria, data handling, access owners, and exit plan agreed in writing
Outbound angles
Your clients should feel like they are signing with your firm — not Adobe, DocuSign, or OneSpan.
Launch a branded signing portal for the workflows your team sends every week.
Give multiple employees one controlled signing layer with SMS verification and audit-ready records.
Keep the trust, privacy, and client experience inside your firm's brand instead of a generic vendor flow.
Team implementation
Staff accounts for multiple employees, role-based access, and sender workflow guidance.
Custom subdomain or branded signing entry point, firm logo, colours, and client-facing instructions.
Signed PDF return, OTP confirmation, timestamped audit trail, and certificate of execution for every completed file.
Lead intake
Capture the buyer, document workflow, trust review, timing, and budget so Dash Sign can move straight into a focused pilot conversation.
Current trust needs selected
No compliance needs selected yet
Lead with a branded implementation for one high-volume team. Convert only after the firm sees real client documents completed with better control, evidence, and trust.
Book white-label pilot