By Legal Futures Associate Checkboard [1]
When it comes to onboarding, your clients want to do everything online. They want it quickly. They want it instantly. And they want to do it on their phone.
If your law firm is still relying on web portals and emailed links [2], you’re still a step behind those that offer their clients – and not just younger ones! – the opportunity to do it instantly and from anywhere.
Mobile-first onboarding isn’t just about convenience, nor is it about pandering. Instead, it’s an enormous opportunity to increase completion rates and improve the time it takes to get your clients legally ready.
Here’s why mobile is better.
Everything in its right place
With Checkboard’s mobile-first approach, you can conduct all your AML, source of funds, and biometric ID checks within a single workflow – all from the ease and safety of the Checkboard app.
Instead of sending multiple links for ID verification, AML screening, source of funds, and payments, clients receive one link to securely download the app, from which they can do everything in one go.
They can scan their passport, upload the required documents, complete secure payments, and link their bank accounts through open banking for source of funds checks.
It’s one seamless journey – and their phone can go straight back in their pocket when they’re done.
Plus, because everything is connected to a single client account, firms no longer need to manually link data from multiple disconnected systems. You get one audit-ready report accessible on the dashboard – no need for admin.
What’s the benefit?
When onboarding is fragmented, the client experience suffers, and they start to drop off. They need prodding and chasing, and completion rates plummet as a result.
But if the entire workflow is contained within one app, completion rates skyrocket. The journey becomes structured, frictionless, and intuitive, using tools and methods they’re used to in their everyday life.
The result is less time spent chasing documents, faster time-to-completion, and more matters closed.
It’s more secure, too
Mobiles get a bit of a bad rap these days, but when it comes to something like onboarding, they can be far safer and more secure than the alternatives.
Checkboard’s app-based model – as opposed to a browser-based one – offers several important security advantages.
Apps run in a sandbox. This is a secure environment that isolates the application from the rest of the system, restricting its access to files and personal data. Apps must be vetted by the App Store or Google Play.
They also typically support enhanced authentication methods such as biometric login and two-factor authentication. This provides far greater protection than traditional browser-based portals.
Embrace the future
Your clients already manage their finances, travel, and communication through apps, so why shouldn’t they be able to complete their legal onboarding on their devices, too?
Mobile onboarding is fast, secure, and efficient, and it improves completion rates.
Law firms that embrace the mobile-first approach will gain a reputation for flexibility; those that don’t risk being left behind.
Let Checkboard help you get there. Get in touch today. [3]