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

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.

compliant client onboarding

What’s inside

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:

  • How outdated onboarding processes are putting your firm at risk
  • What the legal sector can learn from banking’s digital onboarding revolution
  • The elements a strong digital onboarding process should include
  • How technology can help improve client experience and compliance

About the author

Lauren Watson LegalTech expert LEGL

Lauren Watson

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.

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