WEBINAR
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.
This webinar features a conversation with the Head of Operations and Risk at Woodstock Legal Services around the firm’s experience using Legl.
In addition, we’ll cover the most effective ways to create a best-in-class onboarding process to improve business efficiency and delight your clients.
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.
Start automating your credit control process to reduce the time spent on costly admin and quickly recover outstanding payments.
Help support your clients with any outstanding debt by splitting payments into more management instalments. Get access to financial management features, such as enhanced reporting, and reminders to automatically follow-up with your client when payments are due.
Use a QR code to collect payments when meeting clients in person.
Offer your clients the option of paying using their mobile when meeting in person. Using a QR code, your clients can scan the unique code using their smartphone and complete the payment.
Verify the card owner and billing address ahead of taking a card payment from your client.
Before your client is prompted to pay, you can run a check to confirm that the details of your client match the details of the person making the payment. Get all the information you need to verify the payment, or decide if any additional CDD is required.
Receive payments from clients at the push of a button without emails or phone calls.
Avoid delays waiting for clients to respond and instead get all the information you need during onboarding to progress the matter.
Process bank transfers with additional compliance checks, including source of funds, client details, and more. Review or reconcile payments before they arrive in your client account to ensure maximum control.
You can offer a new set of bank details for online payments via Legl and for other payment methods, such as bank details on your own invoices. Incoming bank payments will be visible in your dashboard and paid out alongside your card payments.
Attract new clients and support clients who prefer to pay invoices in instalments.
Only ask your client to authorise payments once, and automatically collect the total amount across multiple payment instalments. Control the number of instalments and over what time period payments will be taken, helping your clients to better manage their finances.
