Onboarding and compliance
for regulated companies and developers
Onboarding and compliance
for regulated companies and developers
Onboarding and compliance
for regulated companies and developers
MATTER INTAKE
Thanks to digital, customizable questionnaires, the entire file acceptance process is finally efficient - from initial contact to file creation.
THE PROBLEM
Numerous e-mails and phone calls are necessary for all files and processes until all relevant information is available.
We live in a digital, networked world and expect fast and uncomplicated service in all areas of life. In order to remain competitive, digitized and efficient processes are a must.
Numerous emails and phone calls are necessary for all files and processes until all the relevant information is available. You don't have this time for the important tasks.
IT'S THAT SIMPLE
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.
The client selects the appropriate questionnaire for their request and fills it out at their leisure with all relevant information and documents such as resolutions, 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.
An optional master data package can be used to simplify and accelerate the creation of mandates, affiliated companies and counterparties with "pre-filled" data and documents.
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.
An optional master data package can be used to simplify and accelerate the creation of mandates, affiliated companies and counterparties with "pre-filled" data and documents.
YOUR ADVANTAGES
Digital questionnaires for client acceptance significantly reduce the workload of specialists by digitizing and automating the process of data collection and management.
Make the digital questionnaire available to your clients flexibly - via your website, by e-mail or on site at your office.
Your clients can enter their information independently and quickly online, regardless of your business hours.
The intake process is accelerated and waiting times are reduced. Digital, easy-to-understand questionnaires including extensive assistance increase convenience for the client and reduce the risk of errors.
Thanks to a digitalized process and automated feedback, both sides have a precise overview of progress and all relevant data at all times.
Automatic validation functions and our interface to public data sources (e.g. trade registers) prevent incorrect and costly entries.
DIGITAL QUESTIONNAIRES
Together we can create your desired form
INTEGRATION OPTIONS
Option #1
Integrate the desired questionnaires directly on your website and provide your clients with a very convenient initial contact.
View example
Possibility #2
Avoid media disruptions for your clients and offer the digital questionnaires via iFrame on your website. Your clients can start entering their data directly and easily.
View example
Possibility #3
You don't want to integrate a portal or iFrames? No problem! Simply refer to the desired questionnaire via a link.
View example
Possibility #4
Proactively invite your clients to start entering data. To do this, simply send your clients a link by e-mail.
View example
Our customers use BetterCo with the following law firm systems:
Just get in touch with us!
Start with mandates in hours instead of weeks and relieve staff
Experience 5x faster customer due diligence
Efficient risk management thanks to automated compliance checks and customizable risk models
Verify the identity of your clients in minutes & sign digitally
Protect your company with continuous monitoring
First-class collaboration and digital housekeeping with clients & customers
Integrate BetterCo seamlessly into your system and offer your customers an exceptional customer experience throughout the entire customer lifecycle.
