Self-Service Selling of Professional Services – Powered by a Single Link
Professional services are changing. Clients expect the same convenience from accountants, tax advisors, solicitors, and consultants as they do from online retailers: speed, clarity, and self-service options. The firms that adapt will stand out.
At MyDocSafe, we’ve made that adaptation simple—by enabling you to sell professional services through a single self-service link.
The risks of creating friction in the selling process
When businesses add unnecessary hurdles to buying—such as extra forms, delays, or overly complex steps—they inevitably risk driving customers away. For example, we recently observed a parallel during a visit to California. After prosecutors stopped pursuing petty shoplifting, some retailers consequently responded by locking up even low-value items like cosmetics. Although this approach was intended to reduce losses, in reality the result was the opposite. Customers suddenly faced so much friction just to buy everyday products that, ultimately, many simply stopped shopping there.
Professional services can fall into the same trap. If the onboarding process they designed requires endless emails, scattered documents, or manual payment chasing, clients lose patience and go elsewhere. That’s where MyDocSafe’s self-service workflows strike the right balance: frictionless for clients, yet secure for firms. With automated ID checks, dynamic document selection, and integrated payments, you can make it easy for clients to buy while still protecting your business.
Why a Single Link Is So Powerful
Imagine sending a client one secure link—by email, through your portal, or even embedding it on your website. From there:
- Clients choose the service they want (e.g. tax return filing, company incorporation, contract drafting, estate planning, private medical consultation, etc) as well as the frequency of payments (monthly, annually, quarterly etc.)
- The workflow instantly reconfigures itself to show only the relevant steps, forms, and documents.
- Clients are guided end-to-end: completing information, signing documents, and making payments (via Stripe or GoCardless)—all in one flow. They could even have their identify verified.
No more back-and-forth emails, sending the wrong forms or chasing for manual payments.
How It Works
With MyDocSafe’s self-service workflows, you can configure:
- Dynamic Document Sets – The system automatically selects and displays the right contracts, letters of engagement, and compliance documents for the chosen service.
- Smart Information Requests – Clients are prompted only for the information that’s relevant to their selection, improving completion rates.
- Payments Built In – Require upfront or staged payments via Stripe or GoCardless before the workflow continues. .
- ID Verification – Add Yoti-powered ID checks where necessary to meet AML/KYC obligations.
All of this happens automatically—meaning less admin for your team and a smoother experience for your clients.
Use Cases
- Accountants: Offer a “New Company Setup” package via a link on your website. The client selects the service, uploads shareholder info, signs engagement letters, pays fees, and completes ID checks in one go.
- Solicitors: Provide self-service wills, conveyancing, or contract reviews. Clients start online without waiting for you to send documents.
- Consultants, tax advisors, wealth managers: Package fixed-fee advisory services with upfront payment and automated onboarding.
Why Clients Love It
- Convenient – They can engage with you 24/7, without waiting for emails or phone calls.
- Transparent – They see exactly what they’re buying and what steps they need to complete.
- Secure – Everything happens within MyDocSafe’s encrypted environment.
Why Firms Love It
- Scalable Sales – Turn one-to-one onboarding into a repeatable, one-to-many process.
- Faster Payments – Collect fees automatically before you start work.
- Compliance Built-In – ID verification, engagement letters, and audit trails handled in the background.
- Professional Branding – Links can be embedded directly on your website, making your firm look modern and client-friendly.
- Selling more to existing clients – you can now let clients buy extra services themselves through automated workflows. Firms can promote new services or special offers with broadcast messages and send clients straight to these self-service buying links.
The Future of Selling Professional Services
Selling professional services doesn’t need to be complicated. A single link can transform your client acquisition, reduce admin, and create new revenue opportunities.
With MyDocSafe, you can move from manual processes to a seamless, automated, and client-friendly self-service model—without losing the personal touch that makes your firm unique.
👉 Ready to try it? Start with a 30 day free trial (no card required).
Right, did we forget something? Where does AI fit into it?
The next step is making self-service even smarter. With agentic AI integration from AI4U, coming soon to MyDocSafe, these workflows won’t just feel automated—they’ll feel human-like. Instead of static forms, clients will interact with an intelligent assistant that guides them through the process, answers questions in real time, and adapts dynamically to their needs. The result? A buying experience that is seamless, compliant, and personal—without adding to your workload.
