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Personalising the relocation service, with the global professional in mind

Client | SETTLEto

 

THE CHALLENGE

Form a secure online platform with third parties that offers suburb profiling, checklists, progress updates, information directories, budgeting and formal partnership arrangements

THE OUTCOME

Software agreements, privacy policy, bespoke terms and conditions, service agreements and trade marks over a long term to service client and investor needs

With over 18 international moves to 14 countries, Sharon Swift is an expert in moving. In fact, she’s known as The Expat Concierge. Her business, SETTLEto, specialises in relocation assistance for corporates.  She started by offering traditional relocation services to corporate clients.  Recently, her business took a tech turn, developing software that facilitates the move to Australia.  The platform offers a self-guided relocation program.  Moving can be tough and oversights are common, so having a service like SETTLEto can streamline the process and ensure a seamless move to a new country.

 

“Staying on top of the user experience and top trends to maximise experience, is key.”

SHARON SWIFT, FOUNDER OF SETTLEto

Relocating to Australia

When a person relocates for their job, it’s often just a challenge for one person. When you throw a family and children in the mix who are moving with you, anxiety and stress become exceedingly more prevalent. SETTLEto allows expats the information they seek at the right time, so they can mentally prepare themselves for the journey ahead. Users can browse profiles of top suburbs in Australia’s main five cities, and users can also monitor progress on a dashboard, look through information picture books and directories, manage budgets and currencies and use dynamic and editable checklists. The relocation process is about managing expectations, and Swift understands the process of ensuring that people who are moving can make the transition easier.

Moving towards a software offering was natural for Swift. SETTLEto would help refine the process of transitioning to Australia. SETTLEto was created for expats who don’t wish to pay the price tag of a traditional concierge service offered in the logistics industry, which can cost between $30,000-40,000.

The Challenge for SETTLEto

SETTLEto had a challenge – technology was evolving quickly, so in order to take her new tech platform to the next level, Swift attended an Investible course that focused on the capital raising process and how to pitch to venture capitalists. The course assisted Swift to learn strategies of pitching in order to grow her start up and compete with the rapid growth of the tech space.

Swift required agreements drafted for corporate partners who would distribute the program amongst their employees. These corporate partners with employees who moved to Australia could enjoy reduced productivity costs and allow employees to gain their footing with greater ease in their new home in Australia.

Swift also needed to ensure that her clients understood their information would be kept private and not sold to third parties. She also wanted to ensure that distributors could be used to sub-license the program to customers, with co-branding and trade marks in place to protect her idea and brand.

From the Ground Up

Working from the beginning of operations at SETTLEto allowed the team at LegalVision to anticipate what might be ahead for Swift, and what she would need for the growth of SETTLEto. The LegalVision team created the Shareholders Agreement, and arranged the trade mark and online agreements, reviewed documentation for her company structure, and set up her website policies online. With all the important groundwork laid on the SETTLEto platform, the company has now set its sights on the next level of growth, developing its software service offering and expanding its client base.

Generating ideas is exciting, but turning ideas into reality can be challenging. If you have any questions about licencing or creating bespoke agreements for your needs, get in touch with LegalVision’s business lawyers by calling 1300 544 755, or you can fill out the form on this page.

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