Simplify your onboarding process ensuring a compliant and premium client experience from the very first interaction.
Streamline tasks, ensuring a swift and contemporary onboarding process, with automatic execution of all essential checks.
Customize your onboarding based on your unique needs. Choose from our modular approach, utilizing only what you need.
Begin your customized client intake from just 99 EUR per month, securely hosted on the GDPR-compliant Open Telekom Cloud.
Ensure compliance with thorough company checks, encompassing nested structures, PEP, a list of economic beneficiaries, and sanction lists.
Seamlessly integrate your engagement letter, pre-filling it with provided data. Invite clients to (e-sign) it directly within the portal.
Streamline all onboardings by seamlessly engaging all stakeholders: internal users and clients alike. Effortlessly manage all users within our portal.
Upon successful onboarding, automatically generate matters within your primary system. Connectors to all common matter management systems are in place!
Flexibility at your Fingertips: all steps can be reshuffled to your needs.
Sart an onboarding based on your client's name.
Obtain a comprehensive company record, complete with PEP and AML checks.
Share specific data with your client for review and enrichment.
Automatically store all data within your matter management software.
You have a dedicated request? Reach out, we make it work!