Agent · Developer · Property Manager
Real estate agents, property managers: your diagnostics no longer lag, your compromises no longer slip.
Every diagnostic received, validated, timestamped. On your server, in your country, under your T-license (carte T). Compliant with the Loi Hoguet, 100% sovereign.
For your clients
- Encrypted private space
- Step-by-step tracked mandate
- Timestamped, admissible diagnostics
For your firm
- Transaction log & statistics
- Negotiator delegation
- Multi-mandate management
Tuesday 10:08 PM
Your Tuesday 10:08 PM. Fourth follow-up for diagnostics.
“Did you receive the DPE?” Fourth time this week. Mr. Leblanc is 70, has never clicked on anything in his life, and the compromise is approaching.
Your diagnostics go out by email, your sellers send back illegible scans, and your shared Drive stores files on servers outside the EU. The Hoguet Law compliance is looking elsewhere.
What if every document arrived in an encrypted vault on YOUR server, timestamped, traceable, and legally admissible?
Before / After
You charge 4%. You lose 1 mandate/month chasing down documents.
Four silent leaks occur when your mandate process is unmanaged. Here is what they cost — and what Client Vault fixes, without heavy ERP systems or painful migrations.
Today · without a managed vault
The daily grind that eats your commissions
- 30 calls per week asking “do you have the energy performance certificate (DPE)?” — 5 hours of non-billable work.
- Diagnostics + deeds outside the EU on Dropbox — Hoguet Law risk.
- No verifiable proof of timestamping for sent agreements.
- Shared Drive for transactions worth 380k€ — unprofessional firm image.
With Client Vault · managed file
The agency that sells, instead of chasing
- Client engagement log — you see everything, you no longer have to call.
- AES-256 vault on YOUR server, in YOUR country.
- Millisecond-timestamped audit — diagnostics, preliminary agreements, deeds.
- URL cabinet-verdier.fr, your branding, your logo.
The managed mandate
Your real estate mandates, managed from mandate to the final deed.
Every mandate becomes a visual journey. The client knows the status of their sale. The timestamped audit automatically provides proof for the Hoguet Law. You negotiate, the system tracks.
D0
Mandate & valuation
The client opens their space. Exclusive mandate, valuation, bank details, identity documents — everything in an encrypted vault on your server, timestamped.
Distribution
Marked diagnostics
The client uploads DPE, asbestos, lead, and ERP reports. You validate, you distribute. Every movement is tracked.
Auto · D+3
Guided follow-ups
Missing document for 3 days? Automatic email. 7 days? Notification in your dashboard. Never have a delayed compromise again.
Deed
Closing + archiving
Authentic deed signed: complete timestamped export (mandate, diagnostics, compromise, deed), 10-year Hoguet proof, archiving in the vault. Storage on your premises.
In practice: you configure your standard process once (residential sale, rental, off-plan VEFA, life annuity). You reuse it for the next 100 mandates.
Three pillars of the firm
Client-side. Firm-side. On your server.
16 firm features, organized into 3 complementary pillars. Click to explore each. Everything lives on your domain, under your brand, in an encrypted vault.
A premium firm’s client experience, delivered in 3 minutes.
The client connects, uploads, signs, and tracks. Everything in a private, encrypted space under your firm’s brand.
01
Encrypted private space
4 tabs: Documents, Records, Links, Notes. AES-256 on your server.
02
Visual dashboard
Clients see completed phases, submitted documents, and next steps. No more missed actions.
03
Replays + calendar
Video meetings stored for 90 days, with hearings and closings scheduled (Zoom, Whereby, Meet).
04
Private exchanges by stage
Questions addressed at specific milestones, client-facing area for multi-party files.
05
Milestones reached (badges)
Visual representation: KYC validated, due diligence completed, document signed. For long-term files.
06
Stats per file
“22/24 documents, 100% of deadlines met.” Demonstrates the firm’s rigor.
The management tool that lets lawyers plead, not administrate.
Seven back-office features linked to daily partner decisions. Status of each file at a glance. Configurable collaborator access.
07
Log per file
Client engagement score, deadlines met, pending documents. Identify stalling files from day 4 onwards.
08
Firm statistics
Decision-making tool: average delay per case type, workload per partner, most frequently forgotten documents.
09
Automation
Announcements, hearing/appointment calendar, document reminders, webhook + REST API (17 events). Connect your firm’s ERP.
10
Standard folder builder
Assignment, divorce, inheritance, litigation, leases. Configured once, recycled 100 times.
11
5 cumulative validation methods
Submission, third-party validation, quiz, appointment, attendance — a true chain of evidence, not just an « I have read » checkbox.
12
Staff delegation
Capability cv_manage_vault — every partner, employee, or intern has their own perimeter. Admin colors tailored to your branding.
13
LMS Import
LearnDash, Tutor LMS — attach internal training modules to the client/employee journey. Qualiopi compliance.
Deontological pillar · the core of the choice
You are not renting a cloud. You are building the firm’s digital heritage.
Secib Cloud hosts your documents at Septeo. Jarvis at Wolters Kluwer. Dropbox Business outside the EU. With Client Vault, your documents stay with you. The encryption key is on your server, not ours. The software provider sees NOTHING. Open source (GPL), verifiable code.
14
The firm’s brand
The client sees cabinet-verdier.fr/clients/m-leblanc. Your corporate identity, your professional image. No “powered by” labels, no tracking pixels.
15
Deontological core
Full sovereignty
- Hosting provider of your choice: OVH, Infomaniak, o2switch, or private firm server.
- Country of your choice: France, EU, or on-site firm server.
- Full and complete ownership: no leasing, no SaaS.
- No visibility for the provider: no telemetry, no remote access, no backdoors. The key is with YOU.
- Article 66-5 natively respected — professional secrecy remains under your control.
16
Banking-grade security
AES-256-CBC, HMAC-SHA256, 5-minute single-use tokens, .htaccess hardening, rate limiting (20 dl/min), secure deletion. The level required by your professional code of conduct.
Why not Hektor or Apimo?
Hektor hosts your mandates in the cloud. Client Vault hosts them on your own infrastructure.
Standard agency ERPs
Hektor · Apimo · NetVendeur · Logic-Immo
- ≈ €79/month/user (Hektor)
- Hosted by the vendor
- URL cabinet.hektor.fr — not your own
- Limited webhooks or subpar API
Client Vault · on your own site
The agency vault
- €299 / €599 — one-time fee, unlimited files
- Hosted on YOUR server (France/EU)
- URL cabinet-bertrand.fr/clients/m-bertrand
- Article 66-5 + webhook + REST API
Hektor at €79 × 5 agents × 12 months = €4,740/year. Client Vault Pro: €599 one-time fee, unlimited agents. ROI from the 2nd month.
67 agencies equipped
Their corporate sellers have stopped comparing with agencies down the street.
At first, I was skeptical — we were using Hektor. Then I stopped receiving calls asking, “Do you have the energy performance certificate (DPE)?” My corporate sellers told me: “finally, a professional agency.” The exclusive mandate became the standard.
The Hoguet Law argument convinced my Chamber of Notaries. Documents should never pass through Drive. With Client Vault, they are encrypted on our OVH France server for 10 years.
Life annuity matters are private. I could no longer stand having life+annuity contracts sent via WhatsApp. Now, I control everything. My elderly clients completed their submissions in 40 seconds—proven.
I migrated from Apimo (€89/user/month × 7 = €7,476/year). Client Vault Pro: €599 one-time payment. First-year savings: €6,877.
What convinced me was the delegation: each negotiation has its own scope. My assistant can compile the audit reports without accessing the negotiation notes.
The timestamped audit log saved me. A buyer disputed receiving the energy performance certificate (DPE). I produced the export in 30 seconds: sent at 2:22 PM, read at 2:47 PM. The dispute ended there.
Your next mandate deserves
a digital safe compliant with your T-Card.
20 minutes to install. 3 test mandates. You see the audit timestamping, the log filling up, your vendors uploading. You then decide.
Launch offer – ends September 15
Pay once. For life.
Up to 4× more sites.
All of Client Vault, team management included, installed on your side.
To get started
Pro Team · 3 sites
For the professional managing their first clients.
3sitesfor life
−50% at launch
999 €instead of 1 999 €
- Everything in SOLO + PRO included, plus:
- 3 sites
(instead of 1)at the URL of your choice - Unlimited clients for each vault
- Team mode for Admin
- Team mode for users
- Lifetime license · no renewal
- Updates FREE FOR LIFE (launch promo)
- Scripted journeys (1:1, Group, Collection, Funnel)
- REST API + unlimited webhooks
- Technical support
To deploy
Pro Team · 30 sites
To install Client Vault for your clients, white-labeled.
30sitesfor life
10 sites ×3 at launch
1 999 €one-time payment
- Everything in SOLO + PRO included, plus:
- 30 sites
(instead of 10)at the URL of your choice - Unlimited clients for each vault
- Team mode for Admin
- Team mode for users
- Lifetime license · no renewal
- Updates FREE FOR LIFE (launch promo)
- Scripted journeys (1:1, Group, Collection, Funnel)
- REST API + unlimited webhooks
- Technical support
★ Most chosen
Large scale
Pro Team · 100 sites
For resellers and firms that deploy without counting.
100sitesfor life
25 sites ×4 at launch
2 999 €instead of 9 999 €
- Everything in SOLO + PRO included, plus:
- 100 sites
(instead of 25)to deploy at the URL of your choice - The best sites-to-price ratio
- Priority support
- VIP group
After launch: 3 sites = 1 999 € · 10 sites = 2 499 € · 100 sites = 9 999 €. Buying now means more sites for less — forever.
Pro · 1 site — just for you, no teamAll of Client Vault, Journeys included, for life on your site.
1 199 € 599 € Choose →
One-time payment · Updates included · Your data stays with you, forever
Prices shown exclude VAT
Peer FAQ
Real questions from peers. Real answers.
Are my buyer files compliant with the Hoguet Law?
Yes. AES-256-CBC encryption, admissible timestamped audit, hosted on YOUR server. Compliant with Hoguet Law requirements (mandate register, document retention) and GDPR.
I am already using Apimo / Hektor. Why add Client Vault?
Apimo / Hektor manage your property listings and CRM. Neither is designed for document exchange with the buyer regarding compromise documents (income proof, bank details, certificates). Client Vault handles this segment, without interfering with your transaction software.
Will my senior clients know how to use it?
Yes. Email/SMS link, click, vault opened. No account required. Mobile-first interface. Your 60+ buyers can upload their documents without calling the agency.
Who sees our compromises on the publisher’s side?
No one. Open GPL code. AES-256 encryption on your end. No remote access.
Can I migrate from a shared Drive / WeTransfer?
Yes. Guided import script provided. Migration support at no extra cost for the first few files.
Where is my buyers’ data hosted?
On your own WordPress server, at the host of your choice (OVH, Infomaniak in France).
How can I delegate to my negotiators / agents?
Capability cv_manage_vault. You assign the permission via WordPress roles. Each negotiator has their own scope per file.
What if Client Vault disappears tomorrow?
Your files remain intact on your server. Open GPL code. No vendor lock-in — unlike Apimo/Hektor.