Engage

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Engage

Onboard clients in minutes

Workflow tools to more effectively and securely onboard new clients

First impressions last

Make it easy for clients to use your firm with a seamless onboarding experience.

Service clients anywhere

Remove the need to collect physical documents. Complete customer due diligence securely, remotely and online.

Hassle free set-up

Easy-to-implement technology with no coding required. Our tools work together seamlessly, or you can choose to use them individually.

Efficiently meet regulatory requirements

A centralised workflow helps you create more consistent processes, reduce human error and better meet SRA standards.

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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.

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."
Collett-Best-SRA
Colette Best
Director of AML, Solicitors Regulation Authority
“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.”
Legal Services Affinity Group
includes the SRA and the Law Society
“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.”
Mike Harlow
Mike Harlow
General Counsel, Deputy Chief Executive and Deputy Chief Land Registrar, HM Land Registry
Find out how your firm can start onboarding clients in minutes