Customer Visits Secure Portal
Customer accesses the firm's verification portal to submit a verified instruction
Scenario
Sarah Mitchell Needs to Submit Bank Details
Sarah Mitchell is ready to complete her property purchase. She needs to provide her bank account details to Shepherd+Wedderburn for the completion funds transfer. Instead of sending this sensitive information via email (which could be intercepted or spoofed), she visits the firm's secure verification portal.
Why Use the Portal?
Email is inherently insecure for sensitive instructions. An attacker who compromises a customer's email could send fraudulent bank details, approve unauthorized actions, or impersonate the customer. The portal ensures every instruction is cryptographically signed and impossible to forge.
Portal Access
Secure Customer Verification Portal
Submit instructions, confirm details, and communicate securely with your legal team using cryptographic passkey authentication.
📧 From Verified Email
Click the secure portal link in any verified email from your solicitor
🌐 From Website
Navigate from the firm's official website to the verification portal
🔖 From Bookmark
Save the portal URL as a bookmark for quick access
⌨️ Manual Entry (Recommended)
Type the URL directly to ensure you're on the genuine domain
🔐 Security Best Practice
Always verify the domain: Before entering any information or authenticating, check that the URL is exactly https://shepwedd.com/verify (or your firm's official domain). Phishing sites may use similar-looking domains like "shepwedd.com" or "shepwedd-secure.com". Manual typing is the most secure access method.
Key Security Features
Domain Verification
- Always uses firm's official domain
- SSL/TLS encryption (HTTPS)
- Extended validation certificate
- Browser security indicators visible
Multiple Access Methods
- Link from verified firm email
- Firm's official website
- Saved bookmark
- Manual URL entry (most secure)
Phishing Protection
- Passkeys only work on correct domain
- Cannot be used on fake sites
- Browser validates certificate
- No passwords to be phished
Customer Confidence
- Clear branding and identification
- Familiar interface for returning customers
- Transparent security messaging
- No hidden processes
What Happens Next?
Authentication Required
Once Sarah confirms she's on the correct portal, she'll need to authenticate using her passkey. If this is her first time, she'll complete a one-time onboarding process. If she's a returning customer, she'll simply authenticate with Face ID, Touch ID, or Windows Hello.