Find all your client’s files in one place, stored in their personal Client Profile. A master copy of the appropriate legal documents are embedded into your Client’s Profile which heightens security and keeps personal data secure.
The appropriate legal documents and online paperwork are automatically updated and uploaded to their individual profile at every stage of their registration. In addition, Automatic Email Notifications can be enabled to alert your team every time a legal document is signed ensuring you're kept up to date at every vital step of the process.
With the click of a button, documents can be downloaded, printed and sent to the parties involved with ease.