WEBINAR

Building a Better Client Onboarding Process

Thursday, January 27, 2022 | 11:30am GMT

FEATURING

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!

Register for the event

Natasha Boyland, Head of Operations and Risk, Woodstock Legal Services

Natasha has over 14 years’ experience within Operations and has worked within legal for over 7 years. Natasha provides all aspects of operational support to the business along with the focus on Risk and Compliance. Natasha focuses on compliance as part of the firm strategy to align best practice, streamline processes, reducing risk to the firm and ensuring the clients expectations are met whilst ensuring the firm follows SRA guidance. Natasha has a particular passion for making compliance as simple as possible!

Lauren Watson, Director of Legal Partnerships, Legl

Lauren works with law firms across the UK, from high-street practices to top 100 multinational law firms, and is an expert on LegalTech for client due diligence, remote onboarding and online payments. Having worked in the legal industry for the last 9 years, Lauren is passionate about how technology can improve access to legal services and help law firms to operate effectively and compliantly. She is a regular speaker at legal conferences on LegalTech, digital client experience and improving access to legal services.

Additional Resources

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