Onboarding and compliance
for regulated companies and developers
Onboarding and compliance
for regulated companies and developers
Onboarding and compliance
for regulated companies and developers
With the help of digital questionnaires, file acceptance finally becomes efficient - from initial contact to file creation. Either your client can quickly and easily onboard themselves via a digital questionnaire on your website, or you can proactively send a Magic Link to your client. In both cases, all information on the file, client and counterparties is automatically entered into your system.
A potential client contacts the law firm by e-mail, web or telephone with their request. In preparation for the consultation, the client is asked to complete the digital questionnaire for file acceptance.
Selection of the appropriate questionnaire The client selects the appropriate questionnaire for his request and fills it out at his leisure with all relevant information and documents such as decisions, expert opinions or photos.
Would you like to accept the file? All information on the file, client and counterparties is automatically entered into your system. After just a short time, you can focus on the actual collaboration.
Create your client quickly and easily. Thanks to our interface to public authorities (such as the commercial register), approx. 80% of the data can be pre-filled.
Choose from our library of ready-made questionnaires and invite your client by e-mail. Now you can sit back and relax
You have complete transparency about progress at all times. All data ends up in your system fully automatically, both in the file and in the master data. Without any time-consuming ping-pong in communication.
Our process library currently contains the following processes:
