Streamline Your Legal Client Onboarding with PlanetVerify

Simplify Document Collection and Workflow Automation for Law Firms - Dramatically reduce the time you spend chasing clients for legal documents and information and ensure data compliance.

WHY CHOOSE PLANETVERIFY FOR YOUR LEGAL FIRM?

  • Automated Client Onboarding: Say goodbye to the inefficiencies of legacy tools. Our platform simplifies the document collection process, saving you time and enhancing client satisfaction.
  • Enhanced Data Security: With PlanetVerify, you’re not just streamlining processes; you’re fortifying your firm against cyber threats. Our ISO27001 certified platform ensures the highest security standards for sensitive legal documents.
  • Compliance Made Easy: Navigating KYC, AML, and GDPR requirements is a complex task for any legal firm. PlanetVerify turns this challenge into a streamlined process, ensuring you’re always on the right side of compliance.
  • Local Business with Global Standards: As a local business expanding from Ireland to the UK and USA, we offer the personalised attention you deserve, combined with world-class standards in document handling and workflow automation.
  • Custom Solutions for Every Need: Whether you’re a small local practice or a large legal enterprise, our scalable solutions and bespoke support are tailored to fit your unique requirements.

THE PROBLEM

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.

THE SOLUTION

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.

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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.

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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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John Doe
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“PlanetVerify manages the collection of our data in a safe, compliant and responsible way. We trust PlanetVerify and in turn our customers can trust us.”

Regina Mangan - Liberty Blue
John Doe
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“PlanetVerify saves us up to 25 man-hours a week - that’s like a part-time member of staff.”

Mandy Meredith - Sherry Fitzgerald Lettings
John Doe
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”PlanetVerify has revolutionised the collection of employee data when on-boarding a new recruit. No more chasing paperwork, emails and phone calls. In a few very simple and straightforward steps, the process is complete! It saves our HR Department so much time.”

Conleth Meehan - Butlers Chocolates
John Doe
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”PlanetVerify has been a life saver for us. It has enabled us to be able to properly manage & respond to the huge volume of email enquiries in both a professional & efficient manner in literally a fraction of the time!”

Gillian Hayes - Gillian Hayes Property Letting Ltd
John Doe
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“We find that PlanetVerify has significantly improved our time management. By keeping all tenant applications together, it has saved our team having to search through countless emails to find the correct application and reference document.”

Martina Higgins - DF Properties
John Doe
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“ PlanetVerify has simply transformed how we interact with the public, dramatically reducing the number of hours spent processing paperwork and allowing us to spend more time focusing on our clients needs all while automating our GDPR compliance.”

Brian D’Arcy – D’Arcy Real Estate & Letting Ltd
John Doe
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"Having tried several identity solutions in the past, Planet Verify helped us solve a key challenge to provide web-based identity verification and document capture. Their web-based solution Is fast and simple to use and was perfect for our B2C customer requirements."

Robbie Burns, CEO, ApplyOn
John Doe
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"Planet Verify allowed us to easily collect a large amount of employee personal data over a short amount of time. We were able to streamline our corporate order and fulfilment procedures by providing a secure gateway for our client so their staff could share their personal information with us in a very user friendly and secure way. "

Kathy Smyth - Butlers Chocolates
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Ready to Transform Your Legal Practice?

Contact Us Today to Get Started!

Our Services in Detail

  • Efficient Document Collection: From client intake to case closure, manage all your documents effortlessly in one secure place.
  • Client Data Protection: We prioritise the safety and confidentiality of your client’s data, aligning with stringent GDPR, KYC, and AML protocols.
  • Automated Workflows: Reduce manual tasks and focus on what you do best – practising law. Our automated workflows ensure smooth operation of your legal services.
  • User-Friendly Interface: Both your team and your clients will appreciate our intuitive and easy-to-navigate platform.
  • Enhanced Productivity: Witness a significant boost in your firm’s efficiency.
  • Superior Client Experience: Impress your clients with a seamless, secure, and professional document handling process.
  • Peace of Mind: Rest easy knowing that compliance and security are taken care of.

 

Special Offers for Legal Professionals

  • Two-Week Free Trial: Experience the efficiency of PlanetVerify first hand without any commitment.
  • Referral Discounts: Enjoy exclusive benefits when you refer other legal professionals to our platform.

 

Frequently Asked Questions (FAQs)

What is PlanetVerify and how does it benefit my legal firm?

PlanetVerify specialises in automated client onboarding, document verification, and workflow automation. Our platform streamlines the process of collecting and managing legal documents, ensuring high security and compliance with KYC, AML, and GDPR regulations. This results in time savings, enhanced data security, and improved client experiences for legal firms.

How does PlanetVerify ensure the security of legal documents?

Security is a cornerstone of our service. We are ISO27001 certified, and our platform employs advanced encryption and security protocols to safeguard all documents and data. This ensures that your client’s sensitive information remains confidential and protected against cyber threats.

Is PlanetVerify compliant with GDPR and other data protection laws?

Absolutely. Compliance with GDPR, KYC, and AML regulations is integral to our platform. We constantly update our systems and processes to adhere to the latest data protection laws, providing you with a compliant and secure document management solution.

Can PlanetVerify be integrated with existing systems in my law firm?

Yes, our platform is designed for seamless integration with a variety of legal software systems. Our open API system allows for easy integration, ensuring that PlanetVerify works in tandem with your existing workflows and software solutions.

How does PlanetVerify handle different types of legal documents?

Our platform is versatile and can handle a wide range of legal documents, from client intake forms to confidential case files. We offer bespoke solutions to manage, store, and access these documents efficiently, catering to the specific needs of your legal practice.

What makes PlanetVerify different from other legal document management solutions?

PlanetVerify stands out due to our local business approach, personalised support, and our unique focus on creating comprehensive client profiles rather than just handling files. Our commitment to providing scalable, tailored solutions, along with our superior customer support, sets us apart in the market.

Is PlanetVerify suitable for all sizes of legal firms?

Yes, our solutions are scalable and customizable, making them ideal for legal firms of any size, from solo practitioners to large law corporations. We tailor our services to meet your specific needs, regardless of your firm’s size.

How can I get started with PlanetVerify?

Getting started is easy! Contact us to schedule a demo or sign up for our two-week free trial. Our team will guide you through the setup process and ensure that you are fully equipped to use our platform effectively.

Are there any special offers for new clients?

We currently offer a two-week free trial for new users, along with referral discounts and other short-term promotional strategies. Please contact our sales team for more details.

Who can I contact for more information or support?

Our customer support team is always ready to assist you. You can reach us via our contact page, email, or phone for any inquiries or support needs.