Digital client onboarding provides all the facilities that many modern clients will be looking for. Integrating the package to your firm will make the process as easy as possible for new clients as they can access the forms through any device as well as complete the form at their own convenience, as links are sent directly to the client showing where they left off. This will demonstrate that your firm is forward thinking and committed to providing the very best start for your clients and prospects to begin their legal journey.
Financial Benefits and Easy Planning
This package integrates a handy Payment Portal, this customisable feature is the perfect way to complete your digital client onboarding process, as it facilitates useful monthly/annual reporting and easy editing to ensure reliable cash flow for your firm.
The digital client onboarding package is equipped with the latest security features. This includes a two-factor authentication system within Microsoft Teams preventing unauthorised access to confidential data whilst providing your firm and clients a greater sense of security.