Onboarding
Rich, configurable onboarding workflows that drive a better client experience and more time spent on billable matters.
Rich, configurable onboarding workflows
Drive a better client experience and more time spent on billable matters
Onboard clients with beautiful, firm-branded workflows
Build workflows in minutes to accommodate different practice areas or risk profiles
Best in class CDD for businesses and individuals
Source of funds checks
Share and sign documents
Collect payment on account
Workflows
Beautiful client flows for companies and individuals
Modular components
Use a no-code workflow builder to create experiences that delight customers, bespoke by department or use case.
API Integrations
Delight your finance team with seamless integrations with case and practice management systems.
Less work, more flow
Modular, flexible workflows that give firms, and clients, a delightful experience.
API integrations
Multiple layouts
Modular components
Firm-branded
Secure, fast payments
Client-facing workflows
MLRO oversight
Saves you time
No app required
‘‘Engage has streamlined our onboarding process immensely making it more efficient and allowing us to complete our due diligence checks in a much shorter space of time. A product such as Engage allows us to operate remotely now and in the future.’’
"After deciding to use Legl’s technology, we were able to quickly adopt it because the platform is so easy to use. It is nicely streamlined, people aren’t having to constantly key in field upon field of information like they were previously. Three fields can now get the client onboarding process started.”
“We have found Engage really easy to use, particularly with the current climate, it is much easier to gather the documents we require to enable us to onboard our clients quickly. The platform is easy to use and the ongoing improvements that is being made is welcome additions that will reduce the administrative time that is previously associated with this process”
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Do more with Workflows
Rich, configurable onboarding workflows that drive a better client experience and more time spent on billable matters.
Modular Components
Build workflows in minutes to accommodate different practice areas or risk profiles
Learn more
What the Regulators say
"Neither the money laundering regulations, nor guidance require firms to see or verify original documents, so if a firm is using a technology solution to obtain and verify identification documents, they wouldn’t be required to duplicate those checks themselves by calling in originals."
“As an alternative to face-to face documentary verification, legal practices and practitioners may adopt or further utilise electronic means of ID&V [identity and verification] where appropriate to the risks present in the client/transaction.”
“Evidence indicates this [cryptographic combined with biometric identity solutions] to be a more reliable and secure identity check than visual passport or other identity document checks.”
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Pay
Get paid faster and give clients a better experience
Online Payments
Improve cash flow with beautifully designed legal-specific payments tools.
API Integrations
Delight your finance team with seamless integrations with case and practice management systems.
More than managing risk
Turn compliance into a business opportunity
Using technology, you can incorporate compliance into a great client onboarding experience, helping you to stand out from competitors, while more effectively running your practice.Read the Case Study
See it in action
Award-winning legal technology
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