Parallel Lifetime Deal [$79] : Automate Your Workflows With Clients

• Streamline Back-office Onboardings
• Real-State Solution
• Law-firms Solution
• Unlimited Templates and Contacts
• Generate a Client Portal
• Automated Schedule
• Team Collaboration
• Data Security

Streamline Back-office Onboardings

Parallel will provide you with all the tools and facilities to streamline your back-office onboarding and also scale up your client base and customer.

And most importantly this software will allow you to request files and comment / approve them.

You will get up to 150 petition forms that will help you collect information or generate documents.

Real-State Solution

If you are a real estate agent, you can accelerate the processes from end to end, like the owner’s mandate, buyers’ visit sheets, and the signature of the purchase agreement for selling and renting properties faster.

You will be able to add a new property to your portfolio in less than 15 minutes.

You will be able to centralize your real estate transactions processes from end-to-end.

Law-firms Solution

Using Parallel, you can Onboard your customers and cases using a tool that takes care of manual and repetitive tasks such as chasing your customers.

Parallel will speed up your new client’s registration, quickly and securely.

This SOftware will improve the control and monitoring of compliance with the Prevention of Money Laundering, and avoid penalties for non-compliance.

Unlimited Templates and Contacts

Parallel will provide you with customizable templates for KYC processes along with NDAs, and SEPA mandates.

This software will reduce the KYC time response with more reliability and less confusion for the client.

Parallel will allow you to create dynamic checklists from scratch also.

With the help of visual, no-code text blocks, you will be able to insert /add your own form fields and conditional decision steps. And It’s as simple as creating a form and fields.

If you want to share your templates with the rest of the users so that anyone can use them, you can use public templates by accessing the New Petitions menu.

Generate a Client Portal

Parallel provides auto-generated client portals, which are secured by two-factor authentication.

Your recipients can return it as many times as they need to complete it. In the meantime, you will be able to track it or automate it easily.

In Parallel, the custom subdomain for the client portal is already available for all plans.

Automated Schedule

You can automate a schedule to send reminders so that your client can reply on time.

Team Collaboration

The team collaboration feature will help your team to resolve doubts and incidents quickly that the user and/or platform may have.

You can assign tasks to specific team members by automating the workflow using API and Zapier integration.

The internal notes help for keeping and including everything organized in one place for your teams.

Data Security

Parallel will protect your client’s information.

For this reason, it follows ISO/IEC 27001 practices on Information Security Management System, the principles of privacy and security by design.