Overview
This guide is for admins configuring Envoy Visitors at law firms, consultancies, accounting firms, investment banks, and similar professional services organizations. The reference profile is a multi-office firm where the lobby is part of the client experience.
Compliance and operational requirements
The defining pressure here isn't a single regulator; it's confidentiality. Clients should not see each other's names in a sign-in book, partners should know within seconds when their client arrives, and the firm's brand needs to be consistent across every office. NDA enforcement matters at the start of every engagement.
Recommended features and configuration
Set the tone before the visitor arrives
Registration with invites: clients arrive expected, with parking, Wi-Fi, and NDA already sorted
Customized invitation email: brand-aligned, with all logistics in one place
Group invites and multiple hosts on invites: handle deal teams, boards, and large client meetings
A frictionless lobby
Welcome screen set-up: seamless branded iPad experience
Signing in with a QR code pass and touchless sign-in: skip the kiosk for pre-registered VIPs
Plus one sign-in: let one client representative sign in a small group
Notify partners in their workflow
Slack or Microsoft Teams: host notifications in the partner's working app
Host notifications: SMS for partners away from their desk, ensuring their guests are greeted promptly
Enforce client confidentiality
Legal documents: firm NDAs signed before the badge prints
Visitor types: separate flow for clients vs. recruits vs. vendors
Make every office feel the same
Global sign-in flows: apply the firm's standard sign-in to every office, worldwide
Case Study: Cramer
Interested in seeing how Cramer uses Envoy to deliver a polished, professional visitor experience? Read more in our case study!