Guides & Reports

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Compliant, client-friendly onboarding: a how-to guide

Discover what a best-in-class digital client onboarding experience looks like for the modern legal practice, and the simple steps to implement this across your firm.


Electronic identity verification & CDD: Modernising the legal industry’s approach

In this video, Lauren Watson, Head of Legal Partnerships, discusses the benefits and opportunities of legal technology, electronic CDD and digital client onboarding.

Webinar: Electronic Identity Verification and CDD

How tech is changing compliance for law firms

Former Executive Director of the SRA, Crispin Passmore, discusses how electronic CDD is more than a lockdown tool – it’s a business opportunity.

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A law firm’s guide to cash flow in a Covid-19 world

Cash flow concerns have heightened during the Covid-19 crisis. Learn how your firm can improve its cash position in this guide with Smith & Williamson.​

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Quick tips

5 ways compliance can give your firm the competitive advantage

Quick ideas for building firm-wide compliance culture. Find out how firms can gain an edge by using COVID, compliance and new tech to their benefit.

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What the industry is saying