Exceed your client's expectations, offer an unrivalled experience, and enhance communication between all parties with a fully digital journey every step of the way.
The complete digital onboarding solution
Our market-leading technology speeds up the process of compliance and enhances digital security while minimising internal pressures otherwise faced by legal providers.
Revolutionising upfront collection of property data
Early Data TA6 Part 1 utilises digital data more effectively between sellers, agents, buyers, and conveyancers to market a UK property. Sellers can access the TA6 Part 1 questions within your law firm’s mobile app to conveniently complete them at a pre-instruction stage.
Simple: Enhance the user experience by streamlining the payment process
Fast: Receive payments within minutes with Stripe's market-leading payment solution
Secure: Take advantage of PCI-certified payment software
Chat & Document Share
Enhance the client journey from pre-instruction to completion with all communication in one place
Simplify communication processes between clients and assigned employees at your law firm with the in-app chat facility. Save time by reducing the volume of calls and emails.
Chat
Have quick one-on-one chats with anyone involved with the matter or create group chats between different parties. Flexible settings allow you to stay in control of the conversation.
Document Share
Securely send important documents to all parties involved in the matter. Export chat and documents straight into your case management system to assist with compliance procedures.
e-Signatures
Quickly obtain client signatures with the in-app function
Enable your clients to electronically sign relevant documents quickly and securely straight from your firm's branded app.
Efficient: Up processes and reduce manual admin tasks
Convenient: Clients can review and sign documents while on the go without having to print, scan, and post files.
Verification of Identity & Funds
Verification of identity and funds within one dynamic workflow
Our award-winning integrated technology gives your clients the capacity to verify their identity and funds via your firm’s branded mobile app and online portal.
Secure: Protect your clients by using ID validation technology that prevents fraudulent activity
Simplistic: Clear and unambiguous steps to reach compliance
Time-efficient: Most users verify their identity in under five minutes
Using the most accurate customer verification tool supported by: 225 million identities verified worldwide, over 4,000 ID documents in more than 200 countries and trusted by leading brands including Metro Bank, HSBC, Monzo, Barclays, Nationwide and more
Dynamic FORMS
Integration with eCOS, an electronic client onboarding solution by InfoTrack
Seamless journey for your clients and your staff
The eCOS workspace can be launched from your existing Case Management system, and the Law Society Protocol and InfoTrack smart forms can be easily ordered by your staff and completed directly from the app by your clients. These forms include TA6, Seller Questionnaire, Fittings and Contents, Property Information Form, Leasehold Form, Purchases Questionnaire, Gifted Deposit Declaration, and more.
Innovative solution for improved client experience
The smart dynamic forms are less overwhelming to complete, and the Law Society Guidance Notes help the clients with questions. Digitalised completion of the forms allows for automatic pre-population of data, which helps for quicker completion of onboarding.
Automated Matter Progress Updates
Save time, enhance the 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 case 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, and they can be integrated with ReviewSolicitors to further enhance your firm’s profile and brand awareness.
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
A simpler, digital future for your firm
Stand out from the crowd with your very own branded app, optimised for every device
