For clients
Your solicitor’s secure onboarding journey.
Verify Client helps your solicitor collect the information they need for your conveyancing matter.
Secure link
Clients see a calm checklist and can save, return, and submit without an account.
Link
Opened
Checklist
Guided
Submit
Pending
What will happen.
Client access
Complete the journey your solicitor assigned.
Step 1
Open the secure link
Use the link from your solicitor and verify access before starting.
Step 2
Complete your checklist
Work through identity, forms, funds information, documents, and any signatures requested.
Step 3
Save and return
Pause if you need documents or time. Return to the same link to continue.
Step 4
Review and submit
Check your information, submit to your solicitor, and contact them for matter-specific questions.
What you may need.
What to prepare
ID, address evidence, funds context, and assigned forms.
- Photo ID such as a passport or driving licence.
- Proof of address where your solicitor asks for it.
- Information about where transaction funds are coming from.
- Any forms, official documents, or signatures assigned by your solicitor.
If something looks wrong.
Do not continue if you do not recognise the firm, matter, or request.