Step C1
Create Client Invitation
Agent or admin creates secure onboarding invitation for client to register their device
📋 Client & Matter Management
ET
Emma Thompson · Solicitor
Invite Client to Secure Verification
✓ Invitation Created
ONBOARDING TOKEN
C-ONB-88F2B9E3
SECURE LINK
https://shepwedd.undoubt.com/verify-onboard?token=C-ONB-88F2B9E3
Email Sent
Customer receives: "To verify instructions securely with Shepherd & Wedderburn, please set up your identity at: [link]"
Security Note
Email contains only a link—NO sensitive content. The customer onboarding process uses backend-controlled verification.
Token Lifecycle
Invitation token valid for 7 days. Single-use only. Expires after successful passkey registration.
Cross-Check Data
Mobile number stored for identity verification step. Client will confirm known information to prevent email hijacking.