Improve the client onboarding process

Rich, configurable onboarding workflows that drive a better client experience, better KYC and AML, faster onboarding and better consistency firm-wide.

Rich, configurable onboarding workflows

Create onboarding workflows in minutes to meet the needs of each client and practice area

Cloud#2

Onboard clients with beautiful, firm-branded workflows in minutes

Adjust
Build workflows in minutes to accommodate different practice areas or risk profiles
Layout-arrange
Best in class CDD for businesses and individuals
Credit-card

Collect payment on account, compliantly

Time-schedule
Share and sign documents

Single view of your clients

Chart-bar#1
At-a-glance visibility highlighting where the firm is missing client information
Route
Templated or bespoke workflows for practice areas or risk - version controlled
Shield-check
Audit trails for compliance, giving your MLRO and COLP real-time oversight
legl esignatures e-signatures

Document signing with e-signatures

Sign-in
Add document signing to your bespoke onboarding workflows
Smile
Give clients a fast, convenient
way to sign documents and agreements
Repeat
Turn on reminders for automated email chasers to your clients and help speed up your onboarding process.

How it works

  1. 1

    Select steps that enable you to replicate your manual processes

    From document collection to the level of KYC, from terms of business to collecting payment – build a beautiful digital process in seconds.

  2. 2

    Give your workflow a name and set permission levels for which team or practice area can use it

    From conveyancing teams to corporate teams, or a centralised onboarding team, replace dozens of back and forth emails and poor audit trails.

  3. 3

    Get started!

    Get up and running to start seeing value within a day.

Related Customer Stories

"With Legl and the flexibility that they offer, there was literally nothing to lose. 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."
jamie abrahams harold benjamin solicitors
Jamie Abrahams
Operations Director
"Today, 75% to 85% of our clients complete the identity verification and onboarding steps within one day - a turnover that we have never seen before."
gloverpriest ian bury
Ian Bury
Sales & Marketing Manager
"Legl has a finger on the pulse of what we in the legal industry want. The organisation knows enough people in the industry to be able to tick the boxes around what people are looking for, straight out of the box."
Helen Strachan
Practice Manager

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