Re-defining your client experience
The Link App lets you keep on top of client communications and consistently provide a great client experience.
Digital client onboarding allows you to attract new business, send quotes, track progress and improve conversion.
It provides one place for all client enquiries and one dedicated channel of secure communication from initial contact to conclusion. Improve your new business function today.
Your clients can track their case’s progress through customised milestones. No need for them to chase you for updates.
Integration & customisation
The Link App will integrate with your case management system. We can provide bespoke integrations to suit the way you operate.
All communications are encrypted and all documents are protected. File based backups are performed hourly.
You can access all of The Link App features, from any device, anywhere in the world.
Create tasks for your clients and let our platform chase them via automatic reminders.
Fast and simple ID verification for your clients. Compliance made easy for your firm. Self-service client digital onboarding within minutes.
Your clients stay in the loop with instant notifications to their phone. You can see when they have read your updates.