DossKit: Planner App for your Private Client

Without DossKit™, you and your clients face tedium, confusion and friction. With it, you have convenience, simplicity and delight. Thousands worldwide are using it. 

Why a Dossier Builder for Private Clients?

With DossKit, so much more is possible.

As a trusted partner to leading private client services, we have learned that discerning clients expect – and reward – reliable, discrete, personalized performance.  They reward you, their trusted agent, with referrals, upsales, gratuities and repeat business.

To support our clients in their agent roles, we developed DossKit™, and it has helped concierges, agents and brokers worldwide to vastly improve their private client engagements.

For everyone, DossKit elegantly ends the hours of clunky competing documents, illegible writing, competing faxes and arcane checklists. DossKit™ reduces all that expense, risk, tedium, confusion and waste.  DossKit also provides new insights to your business as it elevates the collaboration experience for everyone involved – agent, client, captain, chef, crew, concierge, partner, and more.

DossKit™ Delivers a Rich Customized Dossier Experience 

With DossKit’s included Dossier Builder, each agent can give their client a branded, private collaboration experience.  Clients can then use it to assemble detailed needs, interests, requirements, itinerary and other pertinent details.  DossKit neatly compiles all the client’s credential, itinerary, medical, culinary, activity ideas and requests into a single professional folio, improving efficiency while elevating your business reputation.

Click the “Sample Dossier” button below to see an example completed by a client using DossKit’s included Dossier Builder.  It neatly compiles multi-party entries into an attractive report, organized to selectively e-share relevant portions with key partners – agent, broker, captain, pilot, chef, steward, concierge, partner, and others.

View sample completed Dossier


Try it Yourself – free: A Dossier Builder for your Clients

Place yourself in your client’s role and try the Dossier Builder here.  Plenty of Comment fields let you share feedback and ask questions.  No obligation or credit card is necessary.  Click the “Dossier Builder” button below to try it for yourself and imagine how it could improve your business and your brand.
Try Dossier Builder yourself - free


How DossKit builds Loyalty and Revenue

Setting up your own branded DossKit account is easy.  DossKit brings clarity and efficiency to your agent/broker business and, in turn, confidence and delight to your clients.  DossKit helps you gain new insights to meet the exacting standards of your client, clearly surpass expectations, creatively impress them, and support your loyalty programming.
We can also help you integrate DossKit’s data into your in-house business software to improve information flow, planning, reporting, follow-up, resales, referrals, and new business insights.  We have seen agents, brokers and concierges discover new revenue and satisfaction opportunities just by asking the right questions, gathering all relevant information, and making a tailored, timely offer – before, during and after the client’s experience.

Get Started Today

If you would like a branded DossKit™ solution for your business, call us at +1.781.492.7638 USA East, or use the “Customize It” button below to get started today.
Get a Dossier Kit for your business


OUR PRIVACY POLICY. We do not rent, sell or share data we collect for our clients.  We regularly purge, cleanse, encrypt and anonymize collected data, especially PII (Personal Identity Information), to ensure privacy and security for agents and their clients.  Any reports we share publicly contain only aggregated data that cannot be traced.