LAST UPDATED

21/01/2026

Magic Link and Instruction Flow

Demonstrates the password-less "Magic Link" authentication and the seamless process for clients to review, select, and formally instruct their chosen law firm.

Onboarding

Client Onboarding

Passwordless Access & One-Click Instruction - Seamless Client Experience

Previously, clients struggled with creating accounts and remembering passwords. With this feature, clients receive secure "Magic Links" via email. These are cryptographically signed, time-limited tokens that log the client directly into their portal without a password.

Secure and Simple

Once logged in, clients can view quotes, pay fees, and instruct law firms immediately. The links expire automatically to ensure security. This removes friction from the instruction process, significantly reducing drop-off rates.

Instruction Workflow

For single or multiple transactions, clients can view quote details, add them to a basket, and pay securely via Stripe. The system handles the instruction status updates and notifications automatically, turning a complex process into a simple "click and pay" experience.