Client onboarding on autopilot – here's how

In today's fast-paced world, efficient collaboration with clients is more important than ever. Lawyers, tax advisors and management consultants constantly face the challenge of delivering their services effectively and with the client in mind. But reality often looks very different, especially when it comes to client onboarding: from email ping-pong and analog document chaos with incomplete data to isolated digital solutions. And on top of that, the constant pressure to always have the latest data at hand.

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The 6 biggest pain points in client onboarding – sound familiar?

Lawyers' biggest pain points in collaboration, and especially in client onboarding, include a wide range of challenges affecting efficiency, communication, data security and client satisfaction. Here are some of the key pain points:

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1. Communication difficulties:

Communicating effectively with clients can be challenging. Misunderstandings, unclear expectations and a lack of updates can lead to frustration on both sides.

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2. Complicated data collection and processing:

Collecting and processing clients' personal and case-related data can often be cumbersome and time-consuming. Missing, incomplete or inaccurate information can slow down the entire onboarding process.

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3. Time and resource demands:

The onboarding process can be very time- and resource-intensive, especially when each client requires an individual approach. Balancing efficiency and personal attention can be a challenge for lawyers.

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4. Data protection and security concerns:

Clients are often concerned about the security and confidentiality of their sensitive information. Lawyers must ensure that their practices and systems comply with data protection regulations, which can be challenging.

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5. Document management:

Organizing and managing a large volume of documents and files can be time-consuming and error-prone.

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6. Technological hurdles:

For both the lawyer and the client, using onboarding technologies can be a barrier, especially if one side isn't tech-savvy. This can slow down the process and lead to frustration.

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🔥 What if there were a single tool that…

• lets your client onboard themselves with ease via a digital questionnaire on their smartphone
• automatically loads client data from the public commercial register and other APIs into your digital matter file and monitors it
• lets you communicate with your client via the digital matter file and collaborate in real time
• keeps all relevant data, documents and communication centrally in one platform
• lets you create custom onboarding processes in just a few clicks
• and is 100% compliant with data protection rules and the GwG?
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We have good news: you can achieve all this and much more with BetterCo.

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BetterCo – your path to automated client onboarding

Whether you're a lawyer, a tax advisor, a fund or simply a company – with our digital processes for legal entities and natural persons, you boost your productivity, take the load off your specialists and meet all compliance obligations in an audit-proof way with minimal effort.

Here's how it works:

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1. Choose a process from our toolbox

Our toolbox offers XX ready-made processes, such as KYC onboarding, general onboarding without KYC, risk assessment, identification, digital signature and much more
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2. Adjust fields and/or logic in a few clicks ^{coming soon}

If you have specific requirements, you can quickly and easily change the fields or even the logic to suit your needs
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3. Send the process to your client with one click via magic link

Is your process ready to send? With one click, you can generate the magic link and email it to your client. They can open the process (e.g. on their smartphone) and fill in the required data – without even having to register with BetterCo. Now you can work on the process at the same time, fill in data and leave comments.
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4. Collaborate in real time

Now you can work on the process at the same time, fill in data and leave comments.
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5. Keep all data centrally in your digital matter file

Once your client has finally confirmed their data, you're notified by email. All data is then transferred to your digital matter file.
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6. Stay up to date fully automatically (without the headaches)

Thanks to our interface to the public commercial register, other APIs and our digital re-KYC processes, the data always stays current, and you no longer need to worry about keeping it up to date in your system.
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Sound interesting?

Feel free to book a free product demo and find out how BetterCo takes your client relationships to a new level – while measurably reducing effort, time and costs.

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