CLEARPOLICY

Fragen und Antworten

• Secure records
  Protect data with encryption and keep time-stamped records of user actions, document access, and consent.
• Custom branding
  Add your logo, colors, and domain to client forms, emails, and the portal.
• Automated reminders
  Send email and SMS reminders for unfinished forms, missing documents, and unsigned agreements.
• Business dashboards
  View deal progress, onboarding times, and team performance in dashboards you can share.
• Workflow automation
  Create no-code rules to send messages, make tasks, and assign work to team members.
• Custom digital forms
  Build forms with different question types, rules, and ABN lookup to suit your process.
• CRM and deal tracking
  Keep client details, documents, tasks, and messages together, and see each deal’s progress in real time.
• Electronic signatures
  Send documents for signing, with SMS checks and a record of each signature.
• Guided client onboarding
  Clients follow a clear, branded process to complete forms, upload documents, and sign agreements in one place.
• Support for many industries
  Adapt onboarding workflows for financial services, real estate, legal, accounting, administration, recruitment, and other document-heavy work.
• Setup, training, and support
  Get help setting up forms and workflows, training your team, and improving the system after launch.
• Automatic document collection
  Request the right documents based on each client’s details and form answers.
• Flexible ways to start requests
  Start onboarding from the dashboard or send a request through text, WhatsApp, Telegram, or supported chat apps.
• AI document checks and data extraction
  AI checks forms and documents for missing or conflicting details, flags possible fraud, and adds key data to the CRM.