Faster and smarter solutions for your businessRevolutionizing the way you protect your clients Contact Our Sales Team
We build smart and innovative digital products that make the complicated, uncomplicated. Whether you are an enterprise company looking for data-driven innovation, a legal professional looking for digital solutions to build efficiency in your practice or a financial professional looking to protect your client’s future, we have a suite of secure, connected solutions that can help.
How it all connects
Over 11,200 items have been entered into The Portal
How The Portal works
The process is simple. The solution is secure. The results are even better.
Easy to add staff
Share intake forms; will, purchase, sale, refinance, and family transfer
Send messages and documentation back and forth in real-time
End-to-end security encryption
All final documentation can be sent to your client’s ReadyWhen
The Portal has become an asset at our office! Having intake forms, document upload, and instant messaging in one platform has simplified our client contact and allowed us to keep track of correspondence all in one place. We value the security it offers our clients and the fact that we can add documents to the portal for long term storage.
ReadyWhen continues to partner with multinational companies and professionals within the legal, financial planning, accounting, and insurance verticals to provide a legacy planning solution that protects the legacy of their clients. Together we are helping families save hundreds of hours and thousands of dollars so they don’t have to play document detective when the inevitable happens.
Conveyancing just got smarter.
Introducing GoVeyance, a new way to convey and
streamline your workflow.