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From the filings

HQ-led decisions

DocuLock

Professional services

DocuLock is a single-unit Missouri franchisor — one company-owned location, not yet franchised out — and Item 11 of its 2022 FDD requires HubSpot for that operation. Item 8 requires lead-generation services to come from the franchisor itself, a real recurring-revenue line for whoever displaces it.

For software vendors selling into US franchise brands.

Live signals

Total units
1
0 franchised
Franchised outlet growth
—
Item 20, last two year-ends
AUV
—
Item 19
Royalty
6% component; full terms unconfirmed
percentage component
Ad fund
1%
percentage component
Initial fee
$40K
per unit
Investment range
$87K–$104K
all-in, Item 7
Procurement
Approved supplier
from the filing
Non-compete
2 years
from the filing
Item 19
Claims
from the filing

Ordinary royalty terms

6% component; full terms unconfirmed

Complete royalty terms are not confirmed for the selected filing.

Recorded percentage components

These are recorded percentage components. Each has its own base and conditions; the chart does not state the total payment or confirm ad-fund completeness.

1recorded components (FY2022)

Recorded percentage components (FY2022)Ad fund 1%. Components use their own filing bases and conditions. Drawn against a 15% reference scale.

15% reference

Ad fund 1%

Mandated & recommended tech

The systems vendors compete with

1 technology requirement is recorded in this filing. A required choice lists alternatives for one obligation. Read each cited clause for its conditions.

HubSpotHubSpot
Mandatory
CrmItem 11

We are the sole approved supplier for local lead generation services. You must pay us a monthly lead generation services fee of 4% of your Gross revenue in order for us to conduct lead generation activities to promote the brand to prospective customers within your Territory. Computer/ Point-of-Sale System Hardware You are required to purchase or lease a computer system that can sufficiently operate our DocuLock Technology and HubSpot (“Computer System”). We estimate the cost of purchasing the Computer System will be between $3,500 and $4,000. We estimate that you will spend $3,500 annually to renew your license with us for our DocuLock Technology and $50 per month for a license with HubSpot.

Franchisor behaviours

What the franchisor requires

20 requirements the franchisor states in this filing, each in its own words; 5 explicit no's; 9 questions the text does not settle, which is not a no.

Accounting

Must the franchisee use an accounting or bookkeeping system designated or approved by the franchisor?

Yes

Item 8

You currently must purchase, obtain a license for and/or use the following products or services from vendors or suppliers we designate: scanners, computers, business management software, bookkeeping software, and digital marketing.

Does the franchisor have direct or independent electronic access to the franchisee's financial, sales or customer records?

Yes

Item 11

We have the right at all times to independently access the information and data on your computer system, and to collect and use your information and data in any manner we choose to promote the development of the System and the sale of franchises.

How the franchisor buys

Is the franchisor or an affiliate itself a supplier of required products, services or systems?

Yes

Item 8

As stated herein, we are the required and sole supplier for lead generation services.

Does the franchisor reserve the right to change designated suppliers or systems at any time?

Yes

Item 8

We reserve the right to modify, remove and add designated suppliers in the future.

How much revenue did the franchisor and its affiliates earn from franchisee purchases in the last fiscal year?

0

Item 8

We did not receive any revenue from franchisee purchases and leases in 2021.

Item 8 gives this proportion in one of two shapes: separate percentages for establishing the business and for operating it, or one figure covering "establishing and operating" together. Where they are separate, answer with the operating percentage; where the passage gives only the combined figure, answer with that. What percentage of the franchisee's purchases must come from designated or approved suppliers?

60

Item 8

We estimate that required purchases will be approximately 90% of your purchases of goods and services in establishing your Business and 60% to 70% of your purchases of goods and services in operating your Business.

Does the franchisor charge a fee to evaluate a proposed supplier?

Yes

Item 8

We may charge you or the supplier a reasonable fee for the evaluation and will make our decision within 10 business days.

Can a franchisee propose a new supplier for the franchisor's approval?

Yes

Item 8

If you wish to use any product or service that we have not evaluated or to buy or lease from a supplier that we have not yet approved or designated, you must provide us with sufficient information, specifications, and samples so that we may determine whether the product or service meets our standards and…

Franchise management

Does the franchisor conduct periodic inspections, audits or evaluations of the franchised business?

Yes

Franchise agreement

We will advise you regarding the DocuLock Business’s operation based on your reports or our inspections.

Can the franchisor change the operations manual and brand standards unilaterally?

Yes

Item 14

We may revise the contents of the Operations Manual and you must comply with each new or changed standard.

Must the franchisor approve the franchisee's site or location before opening?

Yes

Item 11

You must select a site that meets our site selection criteria.

Marketing

Is the franchisee prohibited from operating its own website or social media accounts, or required to use pages the franchisor provides?

Yes

Franchise agreement

You may not maintain your own website; otherwise maintain a presence or advertise on the internet or any other mode of electronic commerce in connection with your DocuLock Business; establish a link to any website we establish at or from any other website or page; or at any time establish any other website…

Is a minimum grand opening advertising spend required?

Yes

Item 11

You must spend at least $3,000 on Grand Opening Advertising during the period that is 30 days before and 60 days after the opening of the DocuLock Businesses.

Is the franchisee required to spend a minimum amount on local advertising or marketing, as a percentage of sales or a fixed amount?

Yes

Item 11

spend 2% of your Gross Revenue per month or $250 per month, whichever is greater, on advertising in the Territory (either by way of direct promotion or participation in an Advertising Cooperative).

Must the franchisee participate in a regional advertising cooperative when one exists?

Yes

Item 11

You must participate in any Cooperative Advertising program established in your region, and we may establish an advertising council for you and the other franchisees in that region to self-administer the program.

Operations

Must the franchisee buy products from a designated distributor?

Yes

Item 8

You currently must purchase, obtain a license for and/or use the following products or services from vendors or suppliers we designate: scanners, computers, business management software, bookkeeping software, and digital marketing.

Payments

Are royalties and other fees collected by automatic bank debit (ACH or electronic funds transfer) from the franchisee's account?

Yes

Franchise agreement

All Royalty Fees, National Marketing Contributions, Technology Fees, Lead Generation Fees, and other fees payable hereunder shall be made via monthly electronic funds transfer or automatic debit of funds, in a method determined by us in our sole discretion.

Point of sale

Must the franchisee use a specific point-of-sale system designated or approved by the franchisor?

Yes

Franchise agreement

You agree to use in operating the DocuLock Business the computer equipment, hardware, and software (including, without limitation, laptops, desktops, point of sale systems, firmware, QuickBooks software, web technologies, or applications, internet access, modems, printers, scanners, or related equipment and methods…

Does the franchisor have independent access to the data in the franchisee's POS or computer system?

Yes

Item 11

We have the right at all times to independently access the information and data on your computer system, and to collect and use your information and data in any manner we choose to promote the development of the System and the sale of franchises.

Training

Can the franchisor charge the franchisee for additional, refresher or remedial training?

Yes

Franchise agreement

We may offer to you and/or your employees refresher training courses, and we may designate that attendance at such training courses is mandatory.

The filing answers no to 5 questions
  • Is there a franchisee advisory council, association or committee?Franchise agreement
  • Does the franchisor or an affiliate receive rebates, commissions or other revenue from designated or approved suppliers?Item 8
  • Must the franchisee participate in a customer-satisfaction or net-promoter survey program?Franchise agreement
  • Must equipment be purchased from designated or approved suppliers?Item 8
  • Is attendance at an annual convention or conference mandatory for the franchisee?Franchise agreement

The vendor opportunity at DocuLock DocuLock operates a single location in Missouri — company-owned, not yet franchised out. It is the smallest system in this set, but Item 19 of the 2022 FDD still makes a financial performance representation, and Item 11 puts a hard technology requirement on its one operation.

Who controls software purchasing With one company-owned unit, purchasing runs entirely through the franchisor. There's no franchisee network yet to route a pitch around — the corporate office is the only buyer.

Tech named in the FDD, and what is actually required Item 11 requires HubSpot. That's the one named system in this filing, and it's a real mandate rather than a mention.

Procurement, renewals, and timing Item 8 runs an approved-supplier list: lead-generation services must come from the franchisor or an affiliate, other designated items come from specified sources, and a franchisee (once the brand expands beyond its one unit) may propose an alternative supplier for approval.

How to read the DocuLock FDD The full filing, filed with state franchise regulators in 2022, is embedded below. Talk to FranCloud for a ranked list of early-stage systems worth watching before they scale.

Ordinary royalty terms

Complete royalty terms are not confirmed.

Questions vendors ask

DocuLock, answered from the filing

Item 8 routes lead-generation services through the franchisor itself, and Item 11 requires HubSpot — with a single company-owned unit, the franchisor is currently the only buyer in this system.
HubSpot is required under Item 11.
One location in Missouri, currently company-owned rather than franchised.
An approved-supplier list. Lead-generation services must come from the franchisor or an affiliate; other designated items come from specified sources, and franchisees may propose an alternative supplier for approval.
The initial term is 10 years, with a further 10-year renewal available on 6-9 months' notice if the franchisee is current on payments and not in default. With only one unit on the books, expansion, not renewal, is the near-term signal to watch.
The full filing, filed with state franchise regulators in 2022, is embedded in the PDF viewer below.
Source

Read the filing itself

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DocuLock2022 FDDView only

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The brands you can actually sell into, from the filings.

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Operator footprint

Who runs the locations

1 operators run 1 mapped locations. 0 of them are multi-unit. Aggregate counts from the filing; no names.

Operators by units owned

Single-unit1

Top states by locations

MO1

Primary franchise filings · updated September 2026. Read the original filing for definitions, conditions, and qualifications.