Client Onboarding

When it comes to improving efficiency the process of bringing a new client onboard, from providing an initial quote through to all paperwork being returned, is an area ripe for improvement. We can help conveyancing departments move to paperless digital onboarding process, which allows you to securely share and communicate important information with clients quickly, compliantly and effectively. Providing easy and secure access to documents leads to a better process for law firms and to more satisfied clients. Speed up your transaction times, have faster completions and in turn an increase in revenue.

Marketing Solutions

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Case Management System

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Quoting tools

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Client Onboarding Section

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Form from the left

What the system helps you do

Create, Send and Track Quotations
Directly and digitally issue forms for completion by clients at home
Complete all necessary KYC, AML and CDD with no need for a client to visit your office or for you to print and post anything out.
Remote digital facial recognition verification – fast. A quick selfie and your clients confirm who they are, No longer need they visit the office and no more manual verification by fee earners needed.
Remote ID document scanning your client takes a photo of their ID to match their ‘Liveness verification’ from their selfie.
Online payment integration – clients can pay monies on account at opening of a matter file through Worldpay (WPOP service) and Stripe.
HMLR integration - Conveyancers can now obtain office copies with ease.
Download Title information to form part of your contract pack. This is then displayed in the portal helping fee earners ensure they have the correct names.

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