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Integrate to DPS / Access

OnBoardNow sits alongside your existing DPS / Access system — triggering onboarding
directly from your case or client and returning everything back to the case file in a
structured, usable format.

See how OnBoardNow connects to DPS/Access.

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DPS/ACCESS INTEGRATION

Full integration with DPS/Access

OnBoardNow integrates with DPS/Access using email. A template is
added to DPS that when called automatically instructs OnBoardNow to
trigger flows with a specific client with no duplicated data entry.

Once the user completes the task resulting documents are automatically
attached to the correct matter file and all notifications sent to client and
lawyer.

  • Trigger onboarding flows directly from a DPS/Access matter
  • Client details and references carry through automatically
  • All outputs returned to the correct case file
  • No duplicated data entry at any stage

DPS/Access

Matter: Smith v Jones

Flow triggered from matter

Link sent to client

Client completing onboarding

Outputs returned to case file

Connected to DPS/Access