Join us Tuesday 10th November at 10am
From fact find to OMS case, without the rekeying
Keychain handles the front end of the client journey: digital fact finds, secure document collection, medical questionnaires and e-signatures, with AI checking documents and flagging gaps before a case moves forward. The fact find and supporting documents are then pushed into a new or existing OMS case, ready to work on as soon as it lands.
In the session:
• How a Keychain case lands in OMS
• AI document checks and automated client reminders