Dossira One product, one room lifecycle
From first file to practical handoff.
Dossira does not replace the tools used to draft the work. It gives the external professional matter a dedicated room of its own.
Open an accountFive steps, adapted to the matter.
Client, Board and Data Rooms use the same practical file-and-access lifecycle in the current product.
- 1
Choose a room type
Identify the matter as Client, Board or Data Room when you open the room, so the language and examples fit the work.
- 2
Add prepared material
Continue drafting in the tools you already use, then upload the files that are ready to share.
- 3
Set up access
Add registered members or create an external share for a named recipient.
- 4
Keep files and access current
Organise files, upload updated material, and expire or revoke external shares when needed.
- 5
Take available material with you
Download the files available to you when the matter moves on.
A complete room-closing state and activity-history export are not available today.
Room-type variation
The lifecycle stays consistent. The matter changes.
Each room type changes the working language and the material being organised. Capabilities remain within the same current product boundary.
| Step | Client Room | Board Room | Data Room |
|---|---|---|---|
| Start | Client matter | Board meeting | Transaction |
| Main material | Deliverable and supporting files | Board pack and papers | Disclosure documents |
| Main participants | Firm members and named client recipients | Board administrators and invited recipients | Advisers and named external recipients |
| Review action | Review available files; comments and approvals are not yet available | Review shared material; acknowledgements and decisions are not yet available | Review disclosed files and access; no complete activity ledger is available |
| Closing state | Download available files; complete matter-record export is not yet available | Download available files; complete meeting-record export is not yet available | Download available files; complete closing-record export is not yet available |
Draft elsewhere. Conduct the matter here.
Continue drafting in Word, Excel, Google Docs or the specialist tools your firm already uses. Add material to Dossira when it is ready for named external sharing, formal review or a professional decision process.
See how each room fits the work.
Choose the room type closest to the professional matter you want to support first.
Client Room
Deliver confidential professional work and keep the shared files for one client matter together.
Explore Client RoomBoard Room
Prepare and share board material with a defined set of participants.
Explore Board RoomData Room
Organise transaction material and manage deliberate participant access in a dedicated room.
Explore Data RoomDossira is one product containing every room type. Account registration starts in the app, where available plan details are shown before payment.
Open an account when you are ready to start.
Open an account