For Agencies
For Agencies
Manage secure credential exchanges, client onboarding, and confidential handoffs across multiple clients — with project isolation, custom branding, and full audit visibility.
Set Up Your Agency WorkspaceChallenges you face
Credentials mixed across clients
Without proper isolation, client passwords and API keys can be confused, misrouted, or seen by the wrong team member.
Clients emailing credentials
Every client has a different process for sending credentials. Most of them involve email — creating long-term security liability.
No proof of what was received
When a client relationship ends, there's often no clean record of what credentials were exchanged or when.
Onboarding is inconsistent
Different team members handle client onboarding differently. There's no standard process, no template, no audit trail.
How doconvoy helps
Project isolation per client
Each client gets their own project with separate secrets, requests, templates, and audit log. No cross-contamination.
Learn more →Branded intake for onboarding
Send clients a branded intake request. They submit credentials through a form showing your agency's identity.
Learn more →Reusable onboarding templates
Build your standard onboarding intake once. Reuse it across all clients. Consistent, efficient, documented.
Learn more →Full audit history per client
Every credential exchange, every intake submission, every access event — logged and searchable per client project.
Learn more →Team access control
Assign team members to specific client projects with granular permissions. Junior staff don't see senior client credentials.
Learn more →Encrypted credential handoffs
When handing off a client to another team member, use a tracked encrypted share instead of an email thread.
Learn more →Built for the credential chaos agencies live in
Running an agency means you're always in the middle of a credential exchange. New client onboarding. A team member change on an active account. A contractor who needs temporary access. A client relationship that just ended.
Every one of those is a moment where something sensitive moves through your team. doconvoy makes sure each one is encrypted and logged, without anyone having to remember a process or follow a checklist.
The workflow agencies use
- Client signs — create a new project in your workspace
- Onboarding — send the client your standard branded intake request
- Credentials received — encrypted, tracked, timestamped
- Team access — assign the right team members to the project
- Ongoing exchanges — any credential update goes through a secure share
- Offboarding — clean audit trail shows everything that was exchanged
Nothing depends on someone remembering to be careful. Every step is logged, and every credential exchange is encrypted.
Built for professionals who handle sensitive client information every day. Try any workspace free for 3 days — no credit card required.
Set Up Your Agency Workspace