Is your client onboarding helping you grow or holding you back?

Discover the 10 KPIs UK law firms must track to reduce delays, improve compliance, and deliver a seamless client experience.

Onboarding sets the tone for every client relationship. When it’s slow or disjointed, it creates doubt, delays revenue, and puts pressure on your team.

But when it’s fast, clear and frictionless, it builds trust from day one and helps your firm scale confidently.

This guide breaks down the Top 10 client onboarding KPIs and shows you how to use these metrics to pinpoint bottlenecks, reduce manual work, and accelerate time to revenue.

Tracking these KPIs gives you clear insight into:

  • where clients abandon the process
  • which steps are causing friction
  • how long each stage actually takes
  • where your internal team spends unnecessary time
  • which channels perform best
  • where compliance is slowing things down

With this data, you can remove blockers, modernise the client journey, and improve operational efficiency.