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.
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:
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.
By digitizing your client onboarding journey with PlanetVerify, you can dramatically reduce the time it takes you to onboard new clients.
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.
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.
Collect sensitive client documents and information while staying fully compliant with data protection laws such as GDPR, CCPA, and WCAG.
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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.