Revolutionising upfront collection of property data
Early Data TA6 Part 1 utilises digital data more effectively between sellers, agents, buyers, and conveyancers to market a UK property. Sellers can access the TA6 Part 1 questions within your law firm’s mobile app to conveniently complete them at a pre-instruction stage.
Secure: Protect your clients by using ID validation technology that prevents fraudulent activity
Simplistic: Clear and unambiguous steps to reach compliance
Time-efficient: Most users verify their identity in under five minutes
Using the most accurate customer verification tool supported by: 225 million identities verified worldwide, over 4,000 ID documents in more than 200 countries and trusted by leading brands including Metro Bank, HSBC, Monzo, Barclays, Nationwide and more
Integration with eCOS, an electronic client onboarding solution by InfoTrack
Seamless journey for your clients and your staff
The eCOS workspace can be launched from your existing Case Management system, and the Law Society Protocol and InfoTrack smart forms can be easily ordered by your staff and completed directly from the app by your clients. These forms include TA6, Seller Questionnaire, Fittings and Contents, Property Information Form, Leasehold Form, Purchases Questionnaire, Gifted Deposit Declaration, and more.
Innovative solution for improved client experience
The smart dynamic forms are less overwhelming to complete, and the Law Society Guidance Notes help the clients with questions. Digitalised completion of the forms allows for automatic pre-population of data, which helps for quicker completion of onboarding.
Automated Matter Progress Updates
Save time, enhance the user experience, and keep all parties updated with unique, personalised key stage updates.
Each party involved in the matter is sent an immediate push notification with a personalised message once a key stage is triggered by your fee earner or from workflows within your case management system.
Seamlessly gather the feedback your firm deserves
Make it easier for your clients to leave a review upon completion of their matter. Clients will be prompted to leave their feedback directly via the app. The reviews can be automatically added to your website with our Review Widget, and they can be integrated with ReviewSolicitors to further enhance your firm’s profile and brand awareness.