Digital Onboarding

Powerful. Advanced. Efficient.

We help you move from a paper-based to digital environment so your client facing technology can speed up the process of onboarding. Our industry enriching technologies significantly reduce time it takes for clients, helping your firm save money and maintain an edge in today’s competitive market while still being able provide seamless experiences at every turn!

digital client onboarding

Fast, efficient, and secure solution to digital client onboarding

Our market-leading technology speeds up the process of compliance and enhances digital security whilst minimising internal pressures otherwise facing legal providers.

Fully Branded Mobile App

Personalised Matter Updates

Chat & Document Share

Client Reviews

Verification of Identity (VOI)

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Other Services Cross Promotion

verification of identity

Let digital identity verification transform your law firm with our integrated technology

Our revolutionary, user-friendly digital identity verification solution provides an easy and convenient way to complete all verifiable actions remotely, without ever having paper in sight.

Time-saving - Get the full Verification of Identity (VOI) report back within minutes and synced directly from Perfect Portal to your Practice Management System (PMS).

Flexible - Complete your VOI to the same standard every time whether in person, remotely or via a trusted agent.

User-friendly - The in-built InfoTrackID icon within your PMS allows for easy access to the secure VOI platform.

“Prior to using digital processes to verify our clients, relying on physical documents and face-to-face interactions would take days if not weeks to ensure the client’s identity has been approved. Thanks to InfoTrackID via our app, this process now takes a few hours, and it has allowed the staff at RM Property Conveyancing to work on a higher concentration of matters simultaneously.”

Justin Milligan

Director at RM Property Conveyancing

Automated Matter Progress Updates

Save time, enhance user experience and keep all parties updated with unique personalised key stage updates.

Each party involved in the matter is sent an immediate push notification with a personalised message once a key stage is triggered by your fee earner or from workflows within your practice management system.

CLIENT REVIEWS

Seamlessly gather the feedback your firm deserves

Make it easier for your clients to leave a review upon completion of their matter. Clients' will be prompted to leave their feedback directly via the app. The reviews can be automatically added to your website with our Review Widget to further enhance your firm’s profile and brand awareness.

cross promotion of other services

Generate leads for all areas of law directly from your firm's app

Within your own branded app, your clients can easily access information about about the other services you offer and make an enquiry in a few taps. You can also link the 'Meet the Team' page on your website to add a personal touch and enhance your clients' journey.

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Companies with strong cross-channel marketing strategy see 89% of customers "return for more"

The more you connect your marketing efforts across channels, the better. When they are all in sync with one another and connected to a customer's journey - it generally leads them towards having an altogether positive experience.

APP SECURITY

A safe journey from start to finish

Provide your clients with a secure and smooth journey from lead level through to the completion of their matter; ensuring their data, information, and documents are kept safe throughout.

Two-Factor Authentication - Add an extra layer of security

Biometric Verification - Allow easy access to the app with print or facial recognition

Protected - A secure environment to collect payments, and verify ID and funds

The future of client onboarding is here

Smooth Experience

Secure Technology

Chat

Document Share