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Smart IDV Verifications

Smart IDV (Identity Verification) provides comprehensive identity verification services for your clients. This guide walks you through creating and managing Smart IDV verification requests.

Overview

The Smart IDV platform interface allows you to:

  • Create new verification requests
  • Select clients and manage matters
  • Track verification progress
  • Review detailed verification results
  • Share reports with third parties

Key Features

Quick Verification Setup

  • Intuitive request creation workflow
  • Client search and selection
  • Matter ID management
  • Third party integration

Comprehensive Review

  • Multi-tab verification details
  • Document verification status
  • Biometric matching results
  • Compliance scoring
  • Complete audit trail

Client Experience

The Smart IDV verification process provides a seamless experience for your clients. Once they receive the verification request, they can complete the entire process on their mobile device.

View the Smart IDV Client Experience →