Deliver important client documents with proof.
Send contracts, policies, client files, signatures and acknowledgements in one secure delivery. TheWallet records who received, viewed, signed and completed every step.
Insurance · Legal · Property · Immigration · HR
From Lau & Co. Advisory
Insurance Policy Delivery
Stop losing client files inside WhatsApp and email.
Use the channels your clients already know — but deliver documents properly.
No proof of receipt
You never truly know if the client opened, read or understood it.
Files scattered everywhere
Attachments, threads and links across four apps. No single record.
No required actions
Nothing makes a client view, acknowledge or sign — and prove they did.
Create one trusted delivery instead.
Every important document becomes a single, secure delivery with a verified recipient, required actions and a complete evidence timeline.
Start a deliveryScattered
WhatsApp · IMG_204.pdf
Email · policy_final2.pdf
🔗 drive.link/…
WeChat · 截圖.png
One trusted delivery
Insurance Policy Delivery
Prepare → Protect → Deliver → Complete → Prove
Prepare
Gather scattered files into one clean Delivery Pack.
Protect
Set required actions: view, acknowledge, sign, identity check.
Deliver
One secure link travels to your verified recipient.
Complete
Recipient completes each action; checkpoints light up live.
Prove
The sealed delivery becomes a permanent wallet record.
A delivery you'd be proud to send.
Your client gets one clean page. You get proof of every action.
Open sample deliveryEvery important step becomes part of the record.
Built with privacy, access control and auditability in mind — a clear evidence trail for important document delivery.
Delivery created
09:40
Recipient invited
09:41
Link opened
09:42
Document viewed
09:43
Acknowledgement completed
09:44
Document signed
09:45
Delivery completed
09:46
Wallet record saved
09:47
This isn't another e-signature tool.
It's a premium way to deliver important client documents with proof.
Every delivery becomes part of your wallet.
Contracts, policies, receipts, identity records and evidence trails should not disappear inside emails or chat history. TheWallet turns important document delivery into a lasting trusted record.
Insurance Policy Delivery
Deliver your next client document with proof.
Built for Hong Kong professionals who send important client documents every day.