Welcome Spaces revolutionizes the way younger generations connect with Financial Professionals in a digital-first environment. They let clients search their directory of available professionals and use instant messaging to easily connect. Upon a perfect match, clients and professionals can join a permanent Space, where they can chat, get on video calls, share or request files, access activity history logs and take notes.
''Welcome Spaces is an ideal fit for my immigration cases because it provides both attorney and client with a full view of all questions, answers, and document exchanges. Having everything in one place (rather than dozens of emails and attachments spread out over multiple conversations) makes it easy for my client to have a clear understanding of the progression of their case. For me, a better informed and happier client is an obvious win.''
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