ClientConnect: Revolutionizing Legal Services, Now Available in Ontario
Today marks a significant milestone for legal professionals and clients in Ontario as we proudly announce the official launch of ClientConnect, a game-changing platform designed to elevate your client’s experience when dealing with your firm. With ClientConnect, we are introducing a suite of innovative features that are set to redefine the way legal services are delivered and experienced.
The Future of Legal Client Relationships
ClientConnect understands that building strong, trustworthy client relationships is at the core of every successful law practice. To that end, we are thrilled to unveil a range of groundbreaking features, that all bring information back into your RealtiWeb file:
Client ID Verification: Security is paramount when dealing with real estate transactions and preventing mortgage fraud. ClientConnect includes the ability to verify your clients’ identities inline with the standards set out by the appropriate law society, for example the Law Society of Ontario (LSO).
Secure Document Exchange System: The platform offers a state-of-the-art document exchange system that prioritizes the confidentiality and security of legal documents. Law firms are able to securely share documents from the RealtiWeb document list and their computers through the portal to their clients. Plus, these homebuyers, sellers and/or borrowers can securely share essential information with their legal representatives, streamlining the entire process.
Remote Closing Sessions: Embracing the digital age, ClientConnect introduces a remote closing session that places documents at the center of any meeting. This feature facilitates efficient and secure meetings, ensuring the legal process can continue even when lawyers and their clients are meeting remotely.
Written Retainer Agreements: ClientConnect allows legal professionals to easily set a retainer agreement for their clients to accept upon using the portal. This ensures that both parties are on the same page from the very beginning, promoting clarity and trust.
Client Intake Form: Simplify client onboarding with our user-friendly client intake form. Gather essential information from clients quickly and efficiently, streamlining the initial consultation process. Plus, customize it with your own questions.
A Vision for the Future
ClientConnect represents our commitment to innovation and enhancing the lawyer-client relationship. With these features coming together, we empower legal professionals to provide a seamless, secure, and client-centric experience, ultimately driving success for law firms and client satisfaction.
Available Now in Ontario
ClientConnect is now available to legal professionals throughout Ontario. We invite all law firms to explore this latest innovation.
For more information about ClientConnect and to start your journey towards a more efficient and client-centric legal practice, click here.