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

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.
"Using Legl changes everything. For clients, it means they have a simple and hassle-free onboarding experience without having to travel to the office with their ID and documents, and for the firm it means we can get started on their matter quickly."
Streeter Marshall legal technology remote payments for law firms
Streeter Marshall
‘‘Legl 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 Legl allows us to operate remotely now and in the future.’’
Clapham and Collinge remote onboarding testimonial legal technology
Clapham & Collinge

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