Smoothly onboard clients, faster

Digital solutions to onboard your clients faster, all through your own branded app.

Onboard clients faster

Clients can conveniently complete all onboarding tasks, including Payment on Account and ID Verification, directly in your branded app.

Faster return of information: Clients complete tasks at their convenience and return the information with ease.
Gather early client data to increase conversion rates.

Quickly and smoothly onboard your clients without losing the personal touch.

To hear more about how a branded, client app can help you win and retain more work, get in touch for a personalised demo.

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More convenience: Clients complete tasks at their convenience and return the information with ease.
Better information: Errors are minimised and the data flows straight back into your case management system.
Improved compliance: Digital ID checks and eSignatures are more secure, preventing risk of fraudulent activity.