Improve the client onboarding process
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.
How it works
- 1
Select steps that enable you to replicate your manual processes
From document collection to the level of KYC, from terms of business to collecting payment – build a beautiful digital process in seconds.
- 2
Give your workflow a name and set permission levels for which team or practice area can use it
From conveyancing teams to corporate teams, or a centralised onboarding team, replace dozens of back and forth emails and poor audit trails.
- 3
Get started!
Get up and running to start seeing value within a day.
Related Customer Stories
"With Legl and the flexibility that they offer, there was literally nothing to lose. I have been chasing the holy grail of data providers for 10 years now, and I have never come across the service and flexibility that Legl offers."
Jamie Abrahams
Operations Director
"Today, 75% to 85% of our clients complete the identity verification and onboarding steps within one day - a turnover that we have never seen before."
Ian Bury
Sales & Marketing Manager
"Legl has a finger on the pulse of what we in the legal industry want. The organisation knows enough people in the industry to be able to tick the boxes around what people are looking for, straight out of the box."
Helen Strachan
Practice Manager
