Client Onboarding
Rich, configurable onboarding workflows that drive a better client experience, better KYC and AML, faster onboarding and better consistency firm-wide.
‘‘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.’’
"After deciding to use Legl’s technology, we were able to quickly adopt it because the platform is so easy to use. It is nicely streamlined, people aren’t having to constantly key in field upon field of information like they were previously. Three fields can now get the client onboarding process started.”
"We have found Legl really easy to use – it is much easier to gather the documents we require to onboard our clients quickly. The platform reduces the administration time previously associated with this process."
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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
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
Document signing with e-signatures
Add document signing to your bespoke onboarding
workflows
Give clients a fast, convenient
way to sign documents and agreements
way to sign documents and agreements
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
‘‘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 & Collinge
