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
Less work, more flow
Modular, flexible workflows that give firms, and clients, a delightful experience.
‘‘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.
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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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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