Digitising client onboarding is a great first step towards adding the structure – and the data – firms need to meet regulatory requirements and drive business improvements
Discover the secret to best-in-class digital client onboarding with practical steps and learnings from financial services and tech-forward law firms.
This how-to guide takes a close look at current onboarding processes to highlight in detail where the issues lie – and what future-facing law firms could be doing differently.
By following the example of financial services and implementing easy-to-use onboarding technology, law firms could level-up their whole practice.
Read it now to learn:
Head of Legal Partnerships at Legl
Lauren Watson 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.
Quick ideas for building firm-wide compliance culture. Learn how firms can get an edge by using COVID, compliance and tech to their benefit.
Robert Peck, Practice Manager of Streeter Marshall, speaks to us about why they decided to improve client onboarding.
Director of RG Law, specialists in conveyancing, wills and probate, tells us how technology has been their lifeline during the Crisis.