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Lexo <> Treefort Partnership

Lexo <> Treefort Partnership

Don’t wait until your close date to verify your client’s identity. Send your identity verification as your client onboards with Treefort. Scroll down for more information...

Lexo <> Treefort Partnership

Lexo is excited to announce a partnership with Treefort as its strategic identity verification provider. Treefort is one of the leaders in multi-factor authentication identity verification technology.

How it works:

  • Toggle on the treefort integration in the Lexo application
  • By default Treefort will request a single ID to verify, but your request is customizable to include
    • A second ID collection
    • Banking verification (for enhanced fraud protection)
  • After a client completes their intake form, they are automatically sent a Treefort identity verification request
  • Your law firm receives the comprehensive identity verification report once complete

Key Benefits:

  • Seamless experience for the client: The client no longer need to wait for you to send the request, they are immediately prompted for the ‘next step’
  • Saves law firms time: Don’t worry about sending requests on time; Lexo will manage it for you.

Visit treeforttech.com for more information.

To provide your clients with more information, we recommend including this text at the end of your Lexo intake form:

“You will soon receive an email from a company named Treefort to verify your identity. This is mandated by the Law Society of Ontario. For more information about Treefort, you can learn more here: https://treeforttech.com/howtoverifyyouridusingtreefort/

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