Digital Client On-Boarding
Client Benefits
Client portal enhances your client journey from the point of getting a quote right through to completion. Quick and simple processes for your valued clients.
Clients complete all of the forms required for their transaction via desktop or mobile and the data is returned to you in digital format. Forms are returned to you in individual files with the ability to attach them separately to the contract with e-signatures where required.
The benefit to the client is a beautifully designed front end interface that is easy to use. Forms are quick and easy to complete and pre-populated to save time. Photo upload available on TA Fixtures and Fittings form.
It’s a perfect solution to speeding up the laborious tasks of completing legal forms.
We enable your clients to pay for their disbursements immediately via integrated Stripe payment. Personalised invoice and payment gateway based on the disbursements required for each individual transaction. Payment instigates automated ordering of ID checks and searches in a seamless process.