Digital Client Onboarding Package
Allowing your firm to engage with your clients remotely and with ease to get their case moving.
It is very clear to see that things can change within a short amount of time. In light of the recent Covid-19 developments, we have seen just how quickly the traditional office can become obsolete for some. Through what has been an unusual and unpredictable time one thing is for certain, remote working is the new normal, especially for law firms.
Here for you
During this difficult period, we have seen first-hand how new procedures have pushed firms to come out of their comfort zone and trust in innovative solutions to continue working as normal. One of the biggest obstacles many have faced since closing their physical doors is client onboarding, which is why we have created the perfect Digital Onboarding Package, to allow your firm to engage with your clients remotely and with ease to get their case moving.
What does the package include?
Web Integration Toolkit
Clients can visit your firm’s website and fill the online form consisting of core details, such as names, emails etc. Afterwards, the data is pulled straight into Tikit P4W and created as a prospect.
We can create an easy to use workflow by adapting the process to run via a webform that integrates with FormShare.
A standalone portal which allows your clients to pay their deposits/initial consultation fees at the start of the process plus any outstanding fees at the end of the case
Microsoft Teams Integration
This feature allows your clients to initiate a conversation directly from the website with your firms own Microsoft Teams account.