Allowing your firm to engage with your clients remotely and with ease to get their case moving.
Digital Onboarding
In recent years, we have seen just how quickly the traditional office can become obsolete for some. Through what has been an unusual and unpredictable time one thing is for certain, remote working is the new normal, especially for law firms.
We have seen first-hand how new procedures have pushed firms to come out of their comfort zone and trust in innovative solutions to continue working as normal.
One of the biggest obstacles many have faced since closing their physical doors is client onboarding, which is why we have created the perfect Digital Onboarding Package to allow your firm to engage with your clients remotely and with ease to get their case moving.
What does Digital Onboarding include?
Web Integration Tool Kit
Clients can visit your firm’s website to complete the online form consisting of core details, such as names, emails etc. The data is then pulled straight into Tikit PCMS and created as a prospect.
Tikit FormShare
We can create an easy to use workflow by adapting the process to run via a webform that integrates with FormShare.
Payment Portal
A standalone portal which allows your clients to pay their deposits/initial consultation fees at the start of the process plus any outstanding fees at the end of the case
Microsoft Teams Integration
This feature allows your clients to initiate a conversation directly from the website with your firms own Microsoft Teams account.
Our package is completely flexible and can be adapted to your firm’s requirements and fields housed within your Practice and Case Management System. This can open doors for your firm as areas such as family law, commercial law, litigation, wills & probate and more can easily be accessed via the firm’s own website by clients. Web forms with customised data screens are submitted by the client and injected directly into the firm’s Practice and Case Management System, auto creating clients and matters and importing the valuable information completed by the client into the case management data fields ready for processing.
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.
Provide the perfect alternative to face to face meetings and consultations. Features such as the web integration toolkit or Tikit FormShare allow your firm to integrate its website with online forms and Formshare to collect core information provided by the clients. This information can be sent directly to the PMS, reducing the need to manually input data, thus dramatically saving time and money for your firm.
This package integrates a handy Payment Portal, a customisable feature that is the perfect way to complete your digital client onboarding process. 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.
Flexible Workflows
Our package is completely flexible and can be adapted to your firm’s requirements and fields housed within your Practice and Case Management System. This can open doors for your firm as areas such as family law, commercial law, litigation, wills & probate and more can easily be accessed via the firm’s own website by clients. Web forms with customised data screens are submitted by the client and injected directly into the firm’s Practice and Case Management System, auto creating clients and matters and importing the valuable information completed by the client into the case management data fields ready for processing.
Competitive Edge
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.
Remote Meetings
Provide the perfect alternative to face to face meetings and consultations. Features such as the web integration toolkit or Tikit FormShare allow your firm to integrate its website with online forms and Formshare to collect core information provided by the clients. This information can be sent directly to the PMS, reducing the need to manually input data, thus dramatically saving time and money for your firm.
Financial Benefits and Easy Planning
This package integrates a handy Payment Portal, a customisable feature that is the perfect way to complete your digital client onboarding process. It facilitates useful monthly/annual reporting and easy editing to ensure reliable cash flow for your firm.
High Security
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.
