Introduction

Welcome to an effortless intake process with the combined power of IdentityCheck and DecisionVault. Discover how you can streamline operations using DecisionVault, the portal that makes intake effortless for law firms. DecisionVault stands by its mission to simplify client intake for legal practices. Its core features include automated document collection, streamlined client interaction, and robust data management. By integrating IdentityCheck, you add a layer of seamless ID verification, elevating security and efficiency.

Why Connect IdentityCheck to DecisionVault

Integrating IdentityCheck with DecisionVault offers several compelling benefits. Automatic identity checks within the client intake process ensure compliance with KYC and AML regulations, enhancing trust and minimizing risk. This integration reduces administration time by automating the ID verification, leading to faster onboarding. One of our success stories, Lexidy, showcases how IdentityCheck has revolutionized online legal services, increasing efficiency and client satisfaction.

Setting Up the Integration

1. Log into your DecisionVault account and navigate to the “Integrations” section.
2. Find IdentityCheck and click the “Connect” button.
3. Authorize access by entering your IdentityCheck credentials.
4. Configure the ID verification settings to suit your firm’s requirements.
5. Select how you want to handle notifications for completed checks.
6. Test the integration with a sample client to ensure seamless data flow.

How It Works in DecisionVault

Once integrated, IdentityCheck simplifies the client onboarding process by automatically initiating ID checks on new client submissions in DecisionVault. For example, when a prospective client submits their information through DecisionVault, an identity verification process starts immediately, ensuring the data is verified and ready for next steps without manual intervention.

Frequently Asked Questions

How is my client data stored?
Client data is securely stored and complies with legal confidentiality standards.

Can the identity verification process be customized?
Yes, the settings provide flexibility to tailor the checks based on specific needs.

What happens if an identity check is incomplete?
The system will alert you, and you can request additional information from the client.

Final Thoughts

Integrating IdentityCheck with DecisionVault offers a powerful way to streamline client onboarding and verification processes. Simplify your workflow, enhance security, and grow your firm with confidence by implementing this seamless solution today.