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


Onboard clients with beautiful, firm-branded workflows in minutes

Build workflows in minutes to accommodate different practice areas or risk profiles
Best in class CDD for businesses and individuals

Collect payment on account, compliantly

Share and sign documents

What the Regulators say

Single-view of your clients:

At-a-glance visibility highlighting where the firm is missing client information
Templated or bespoke workflows for practice areas or risk - version controlled
Audit trails for compliance, giving your MLRO and COLP real-time oversight

See it in action

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Award-winning legal technology


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