Collect documents.
Prove you deleted them.
Docustody is document collection built around deletion, not storage. Each request opens a time-bound vault that clients can track and that deletes itself on schedule, with a full audit trail of every action.
- Time-bound custody instead of endless storage
- Client transparency dashboard with deletion countdowns
- Audit-ready exports for FCA and GDPR reviews
Client vault
Sarah & James Whitfield
Checklist progress
3 of 4 complete
Bank statements
Uploaded 2 days ago
Payslips
Uploaded 2 days ago
Proof of ID
Awaiting client upload
Audit trail
38 events
Deletion certificate
Auto-issued
On vault expiry
Built for UK regulated workflows
How Docustody works
Collect documents without chasing.
Docustody turns every intake into a guided workflow, so advisors and agents can focus on clients instead of follow-ups.
Create a guided request
Pick a checklist template and set the retention window. Docustody builds a secure vault with every required document listed.
Clients upload securely
Clients receive a secure link, upload from any device, and see exactly what is outstanding and when files expire.
Prove compliance automatically
Audit trails capture every view, download, and deletion event. Export evidence in seconds when regulators ask.
Compliance, built in
Replace storage risk with time-bound custody.
Docustody is built for collection, not storage. Documents sit in a controlled vault with a set retention window and a deletion certificate at the end. Clients can see what is going on, and compliance gets the evidence it needs.
Temporary custody by design
Documents stay only as long as the job needs them. Once the vault expires, they are deleted, not left sitting in a shared drive or an inbox months later.
Deletion certificates included
When a vault expires, you get a certificate showing what was removed and when. Handy for clients, and handy when a regulator asks.
Built for UK regulated work
Covers FCA, GDPR, AML, and right-to-rent workflows, with audit reports ready when you need them.
Time-bound vaults
Set a retention window. Watch it count down.
Every document request lives inside a vault with a visible expiry. Clients see the countdown, and your team never holds files longer than necessary.
- Configurable retention per case type
- Live countdown on every vault
- Automatic deletion when the window closes
Vault retention
Time remaining
Auto-deletes on 8 July at 23:59
Deletion scheduled
Certificate issued automatically
Audit trail
One-click evidence exports for any review.
Every upload, view, download, and deletion is captured automatically. Hand regulators a complete, timestamped report in seconds.
- Immutable event log per vault
- FCA and GDPR-ready export format
- Deletion certificates preserved after expiry
Audit trail
Client uploaded "bank-statements.pdf"
2d ago
Advisor viewed document
2d ago
Document verified
1d ago
Vault scheduled for deletion
in 18d
38 events captured · Export ready
FCA · GDPR
Industry playbooks
Built for UK regulated teams.
Each industry page sets out the specific pain points, rules, and document checklists you deal with.
Mortgage Advisors
Stop chasing mortgage documents.
Collect payslips, bank statements, and ID securely, then auto-delete as soon as the case closes.
Letting Agents
Right-to-rent compliance without the paperwork pile.
Collect tenant documents securely, verify quickly, and delete on schedule with proof.
Estate Agents
Move vendors and buyers forward with secure document requests.
Collect proof of funds, AML documents, and contracts in a single secure vault.
Financial Advisors
Client onboarding built for FCA oversight.
Securely collect investment, pension, and KYC documents with automatic deletion.
Resources
Practical tooling for regulated teams.
Checklists that tell clients exactly what to send, and guides that walk your team through GDPR, right-to-rent, and secure handling.
Document checklists
Mortgage Application Documents
Mortgage application
First-Time Buyer Documents
First-time buyer mortgage
Self-Employed Mortgage Documents
Self-employed mortgage application
Buy-to-Let Mortgage Documents
Buy-to-let mortgage application
Guides & playbooks
GDPR Document Retention: A Practical Guide for UK Advisors
Learn how to set defensible retention rules, reduce data risk, and prove compliance with GDPR.
How to Collect Client Documents Securely
A step-by-step guide to replacing email attachments with secure, compliant document collection.
Right-to-Rent Compliance Checklist for Letting Agents
Stay compliant with right-to-rent checks while protecting tenant data and speeding up onboarding.
Pricing snapshot
Transparent plans built for teams.
Start with a free trial, then scale to growth and enterprise plans with multi-branch controls.
Starter
£49
per user / month
- Guided document requests
- Automatic deletion
- Audit trail exports
Growth
£89
per user / month
- Branch-level permissions
- Custom templates
- Priority support
Ready to collect documents without the chase?
Set up a vault, send the link, and let Docustody handle the rest, including deletion and the audit trail.