Transform your client onboarding process with ProConvey conveyancing onboarding software. From onboarding letters through to eSignatures, manage the complete onboarding journey in one seamless platform with 80% of clients onboarded within a few hours.
ProConvey's digital onboarding features work together to create a seamless and simple client experience. From onboarding letters through to final eSignatures, streamline every step of the process for clients and your team.
Generate and send onboarding letters automatically with dynamic content population and integrated eSignatures to start the client journey.
Integrated ID and AML checks with leading providers ensure regulatory compliance and client identity verification.
Comprehensive source of funds verification ensures compliance with money laundering regulations and client transparency.
Secure payment collection system allows clients to make payments directly through the portal with automated reconciliation.
Comprehensive KYC forms gather all necessary client and case information through intuitive step-by-step questionnaires.
Automated compliance declarations ensure all regulatory requirements are met with client confirmations and attestations.
Digital Law Society TA forms including TA6, TA7, TA9, and TA10 with guided completion and automated population.
Complete the process with legally binding eSignatures that are HMLR compliant and provide instant completion confirmation.
Provide a seamless onboarding experience that clients can complete on any device. Our responsive design ensures clients can complete their conveyancing onboarding tasks, whether on a smartphone, tablet, or computer.
Clients are invited to complete their onboaridng by email and SMS (if you wish) to complete their initial onbaording tasks, which can be completed step by step for each transaction.
Discover how each component of digital onboarding delivers measurable benefits to your firm, your team, and your clients.
ProConvey's digital onboarding software delivers measurable improvements to your firm, your team, and your clients.
Reduce onboarding time from weeks to hours whilst improving data quality and reducing manual data entry errors.
Explore other ProConvey features that complement Digital Onboarding
Simplify your KYC in one hit. Gather all Case and Client information easily.
TA6 4th and 5th edition, TA10, TA7 3rd and 4th edition, TA9 digitised.
Automated letters with eSign for sales, purchase and remortgage.
Integrated digital ID and AML checks from top providers.
85% of recipients eSign within 2 hours. Save time and money.
Gather all evidence in no time with doc and image upload or take pictures on mobile.
Simple and secure SOF verification or integrated advanced checks.
SDLT/LTT, Gifted Deposit, Tenure declarations and more.
Streamline your conveyancing process with digital tools and automation.
Join hundreds of conveyancers who have streamlined their practice with ProConvey's digital onboarding solution. Complete client onboarding in hours, not weeks.
Configure your onboarding letters, and onboarding portal with your firm's branding and preferred workflow settings.
Your clients receive an email and SMS (if you wish) inviting themem to a professional branded portal to complete their onboarding tasks.
All client information flows directly into your case management system, ready for you to progress with complete, verified data.
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