Verify client information, find missing details, and capture authorizations. Engage offers a customizable solution to capture and verify personal information and obtain a wet digital signature for your client.
SettLiT is built with security and privacy at the foundation of everything we do. To access our proprietary health data sources we undergo strict security audits, penetration testing and verifiable security practices.
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Deliver a five-star client intake experience with our custom form builder and templates for easy document assembly and collection of e-signature.
Customize intake to cater to your firm's needs - whether capturing fee agreements, retainers, auths, or just introducing your team to your client.
Persistent authorizations that can be applied anytime to your client's requests.
Verify PII details with data and have complete client profile of past zip codes, SSNs etc.
Access decision supporting insights on your client immediately after intake.