Passwordless access
Clients use the link from their solicitor and confirm access with a one-time code instead of creating another account.
Capability
Keep onboarding moving without manual chasing.
Clients open one secure link without creating an account. Their progress is saved, and smart reminders respond to the work that is still outstanding.
One digital matter
Ready to review
Clients complete one guided checklist. Your team sees progress, exceptions, and evidence as it arrives.
Matter moving
No account neededClient
In progress
Parties
Linked
Evidence
Review ready
What you can do with client access and smart reminders.
Give clients a clear task and keep the completed work with the matter.
Progress-aware reminders
Email and SMS reminders follow inactivity and current progress, then stop when the work moves on.
Pause and return
Clients can leave to find a document and return to the same saved checklist on any supported device.
Workflow
A simpler route back to the work.
Access, progress and reminders work together without adding a separate client account to manage.
01 · Invite
Send one secure link
The invitation takes the client to the personal checklist for their party and matter.
02 · Open
Confirm access
A one-time code confirms access before the client sees the onboarding work.
03 · Continue
Save every completed step
The client can pause and return without repeating checks, forms or uploads already completed.
04 · Remind
Remind only while work is due
Reminder timing follows inactivity and current status rather than a separate manual chase list.
Human in the loop
The routine follow-up runs automatically. Your team controls the matter.
Verify Client handles access and reminder timing while the firm can resend, assist or change the work when needed.
What Verify Client handles
Repeatable work moves automatically.
- Issue passwordless access through a secure link and one-time code
- Save progress after completed onboarding steps
- Send email and SMS reminders within the configured schedule
- Stop reminders when the relevant work changes status
What your firm decides
Judgement and exceptions stay visible.
- Choose which party receives the onboarding invitation
- Resend access or assist a client who needs help
- Change the work assigned to the party
- Review completion and decide what happens next
Clear progress for clients and firms.
Current checklist
The client sees the work still due rather than the full internal matter record.
Delivery history
Your team can see invitation and reminder activity when following up with a client.
Saved completion
Finished work remains complete when the client returns or one item needs correcting.
Questions about client access and smart reminders.
The practical details firms usually ask about.
Do clients need to create an account?
No. Clients use a secure link from their solicitor and confirm access with a one-time code.
Can clients pause and return later?
Yes. Completed work is saved, so a client can return when they have the document or information needed for the next task.
How do automated client reminders work?
Verify Client can send email and SMS reminders based on inactivity and current progress. Reminders stop when the relevant work moves on.
What happens when one item is rejected?
The firm can reopen the affected item with guidance without asking the client to repeat completed onboarding work.
Related capabilities
Keep the rest of the onboarding work connected.
Move between related checks, documents, and evidence without losing the matter context.
See how client access and smart reminders fits your matters.
We will focus the walkthrough on your current process, exceptions, and review requirements.