Streamline and Secure Your Client Onboarding Process

Dramatically reduce the time you spend chasing clients for legal documents and information and ensure data compliance.


Today, many law firms are still using legacy tools to collect new client information and documents — creating major time inefficiencies and opening the door to non-compliance and security risks. Common issues include:

  • Clients find it difficult to return documents on time.
  • Multiple cyber security risks.
  • Case files and information gets lost.
  • Missed deadlines.
  • Mishandling of sensitive client information.
  • Underwhelming new client experience.


With PlanetVerify, you can collect client documents and information in an automated and highly secure way — saving time, reducing security risk, and meeting data compliance requirements.

Faster Turnaround Times

By digitizing your client onboarding journey with PlanetVerify, you can dramatically reduce the time it takes you to onboard new clients.  

Enhanced Security

Secure your client onboarding process by using PlanetVerify instead of high risk legacy activities such as collecting client documents and sensitive information via email and other manual approaches. Security is at the heart of everything PlanetVerify does and our platform is ISO27001 certified.

World-Class Client Experience

Provide your clients with a seamless, fully automated, and on-brand onboarding experience. Eliminate the need for ad-hoc communication to your new clients requesting their documents and sensitive information via unsecured channels such as email. 

Data Compliance

Collect sensitive client documents and information while staying fully compliant with data protection laws such as GDPR, CCPA, and WCAG.

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A better experience for your customers, fewer headaches for your team. You’ll be set up in minutes.