For firms who’ve always done client onboarding manually, it can be difficult to picture exactly what a digital workflow would look like – let alone how to start building one.
In this webinar, join Woodstock Legal Services and Legl to find out how to create a best-in-class onboarding process for your firm.
You will learn how to optimise:
- Document sharing
- ID verification and CDD
- KYC and AML monitoring
- Billing and client payments
- and more!