CASE STUDY
Harold Benjamin adopts Legl to improve internal business processes
The firm was impressed by the disruptive simplicity of Legl when they got to experience it first-hand.
Jamie describes Harold Benjamin as a tech-heavy organisation and, being a techie himself, he’s used to leveraging technology to improve processes – setting his sights on digitising client onboarding. “About 2.5 years ago, we actually started working on building our own technology in order to increase our efficiency. At some point though, we came a bit overtaken and we only had limited resources to focus on it, and the system was not processing enough volume to learn new formats of ID verification through Al technology.”
Jamie selected Legl after coming across the solution by chance, when he was paying another law firm via that firm’s Legl checkout. “I was impressed by how simple it was and ever since we started using it, this hasn’t changed. We got it to work pretty quickly.“
Established in 1953, Harold Benjamin is a distinctive firm with a passionate and business-minded approach to the law. Their pioneering and problem-solving ethos has helped them establish an outstanding reputation in the real estate and private wealth sectors, as well as a wider range of other industries.
Firm Focus
Real Estate, Business, Private Client
Jamie was impressed by the speed and simplicity of getting set up with Legl. “It’s usually extremely difficult to do any hook up from a technical perspective, but this experience was totally different. We had a look at the demo, and all commercial aspects of the solution were described to me in about one sentence.
That was it – no commitments, no minimum amounts. We didn’t even bother to start with the tool on a trial basis: there was literally no risk involved. We signed the contract and had it running within a week.”
Though it may sound obvious, the simplicity around Legl’s contracting was a key differentiator for Harold Benjamin.
“For every other player in the market, you’d be dealing with fixed contracts of up to 36 months, detailed predictions on how much you’re planning on using the tool, having to pay more if you end up using more, etc. To be fair, some have great products but their approach is simply too pushy.”
Three reasons to work with Legl
In terms of deciding whether or not Legl was the way to go, Jamie needed little advice. “With Legl and the flexibility that they offer, there was literally nothing to lose. I can’t stress how important this is in this marketplace – I have been chasing the holy grail of data providers for 10 years now, and I have never come across the service and flexibility that Legl offers.”
Overall, working with Legl has made the firm much more efficient as they are able to get through the client onboarding process a lot faster, which has been particularly valuable during the Covid lockdown. “It was actually one of the busiest weeks of the year and we were seeing successful results all of the time. There was little to no failure or query in the data sets.“
Since the partnership started, Legl and Harold Benjamin have worked together to make further improvements to the solution and ensure its functionalities help to go through processes quicker and quicker.
Jamie concludes, “Legl has been so open and receptive to the feedback we give – even if it’s just simple things that seem so minor. But when you’re going through processes in high volumes, even the smallest updates can make a big difference.”
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