Client Onboarding

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

What the Regulators say

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

See it in action

Legl uses the information provided to contact you about our products and services. You may unsubscribe at any time. For further information, see our Privacy Policy.

Award-winning legal technology

Arrow-up

Request a demo

Please fill in below and we’ll get in touch to book in your free private demo .

[hubspot type=form portal=2013273 id=78256452-b6ee-49f5-b921-0fae8e499ac0]