Verify 365’s seamless & efficient workflows


By Legal Futures Associate Lawtech Software Group

Verify 365 was created to enable law firms to streamline their processes, enhance due diligence measures and ensure compliance within the regulatory guidelines. Crafted by legal experts, our technology puts the needs of legal professionals and estate agents at the forefront of our innovations.

A key component of any efficient client onboarding processes is the speed of the workflow. Lawyers want faster workflows so they can not only take on more clients but enable them to focus on core legal matters and not have the added pressure of long, withdrawn processes to verify an individual or company’s information.

This latest article analyses the importance of efficient legal workflows, what it means for your firm and how Verify 365’s innovative technology is evolving the legal landscape to ensure lawyers can complete compliant checks with greater velocity.

Why faster workflows are a must for law firms

It’s a necessity for law firms to have efficient and effective onboarding processes in place with workflows that are smooth. There are many benefits to much more efficient and faster workflows including:

Enhanced onboarding – With more efficient and faster workflows, your onboarding processes follow a similar pattern. Your processes are much more streamlined and this ensures onboarding a client is simpler for you and your colleagues.

Focus on core legal work – If your client is onboarded through a process that has increased, faster workflows, this gives you time to focus on the important things that matter including the complexities of legal work and focusing on the matter at hand.

Increased client intake – The more efficient your workflow, the more scope you have to onboard more clients. With workflows that are long and withdrawn, this holds up how long it can take to onboard and verify your client’s information but with workflows that are simple and faster, you have the ability to expand your services and onboard more clients.

Improved client satisfaction – It isn’t just your firm that benefits from seamless workflows, your clients have the ability to confirm all the information much quicker thereby, improving their overall satisfaction and enhancing their relationship with you and your team.

How Verify 365 impacts your workflows

With demand for automated, efficient workflows high, Verify 365 is answering the call in more ways than one. Our innovative client onboarding platform enables lawyers, solicitors, conveyancers and estate agents to complete biometric identification checks to verify their clients.

Our DynamicID technology enables you to confirm the identity of your client within a few minutes, thereby increasing the efficiency and speed of your workflow. Using facial recognition, NFC technology and liveness scanning, Verify 365 confirms your client’s details and means you can begin working on the legal elements of their case at a quicker pace.

In addition to this, we also have created seamless workflows for the billing process with our innovative ePayment technology built within the Verify 365 platform. Send invoices and payments, get paid quicker and create structured payment plans that suit both you and your client. This efficient workflow means you eradicate a manual billing process and receive payments when required.

We’ve also incorporated electronic signatures into our client onboarding platform meaning you and your colleagues can send across important documents digitally to be signed and sent back in a matter of seconds. Similar to our ePayment technology, our eSignature tool ensures your workflows are much more efficient, eradicating long, withdrawn processes of sending physical documents out and waiting to receive them back.

If your workflows are not at the level required for your law firm to function effectively, why not speak to one of our expert team about how Verify 365 can transform your onboarding processes and ensure your workflows are seamless and efficient.

 

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