Onboarding

Rich, configurable onboarding workflows that drive a better client experience and more time spent on billable matters.

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Rich, configurable onboarding workflows

Drive a better client experience and more time spent on billable matters
Cloud#2
Onboard clients with beautiful, firm-branded workflows
Adjust
Build workflows in minutes to accommodate different practice areas or risk profiles
Layout-arrange
Best in class CDD for businesses and individuals
Shield-check
Source of funds checks
Time-schedule
Share and sign documents
Credit-card
Collect payment on account

Workflows

Beautiful client flows for companies and individuals

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Modular components
Use a no-code workflow builder to create experiences that delight customers, bespoke by department or use case.
Route
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.
Route

API integrations

Layout-left-panel-2

Multiple layouts

Box#2

Modular components

Star

Firm-branded

Credit-card

Secure, fast payments

Shield-user

Client-facing workflows

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MLRO oversight

Fire

Saves you time

Phone

No app required

Do more with Workflows

Rich, configurable onboarding workflows that drive a better client experience and more time spent on billable matters.

Firm-branded workflows

Onboard clients with beautiful, firm-branded workflows 

Learn more

Modular Components

Build workflows in minutes to accommodate different practice areas or risk profiles 

Learn more

Payments

Collect payment on account and invoice with one-click

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Client Due Diligence 

Best in class CDD for businesses and individuals 

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Source of Funds Checks

Verify source of funds securely and easily

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Documents

Share and sign documents seamlessly from anywhere

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What the Regulators say

Pay

Get paid faster and give clients a better experience

Credit-card
Online Payments
Improve cash flow with beautifully designed legal-specific payments tools.
Route
API Integrations
Delight your finance team with seamless integrations with case and practice management systems.
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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

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