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Enhancing security and client experience with two-factor verification

Erin Hively Apr 23, 2021
User entering code to sign contract on SimplyConvert platform

SimplyConvert recently rolled out two-factor verification, requiring users to verify their contact information before signing a contract. The enhancement ensures users provide valid email addresses and phone numbers, improving lead quality and protecting you from spammers.

But it’s not just about security. Two-factor verification can also subtly enhance the client’s experience with your firm by indicating their preferred communication method -- without the client having to tell you.

Clio noted the importance of paying attention to your clients’ preferences in The Initial Consultation: Lawyer-Client Interview Questions: “If you’re committed to delivering an exceptional client experience, it’s important to make an effort to communicate with your clients the way they want to be communicated with.”

You can infer that a client’s method of verifying their contact information is their preferred way of communicating with you and you can use this information to inform your client follow-up efforts.

With the knowledge that a potential new client has verified one contact method vs another, you can focus and prioritize your follow-up activities. For example, if someone’s email is confirmed but not their phone number, the likelihood of successful outreach is logically higher if you follow up with email rather than phone. The fact that the phone number is not verified does not make it obsolete, but your team probably shouldn’t rely on it in your initial outreach attempts.

How it works

  • The user provides their contact information when the chatbot indicates their case results are ready. 

SimplyConvert two factor verification blocking fake contact info

  • Once the user submits the information, SimplyConvert sends a four-digit code to the email address and phone number that the user must enter before signing a contract. Users also have the option to receive the code via an automated phone call. 

SimplyConvert identity verification

  • The platform takes note of the user’s selected method of receiving the code. When you log in to the dashboard, you will see a blue checkmark next to the user’s preferred communication method. Using their preferred method oftentimes results in a higher success rate in reaching the client. SimplyConvert dashboard with verified contact information


Two-factor verification is just one more way SimplyConvert looks out for you and your clients. With this latest enhancement, you can rest assured that the information in your CRM is accurate, and you’re able to get in touch with your clients using the communication method of their choice.