Timestamps
00:00 — The challenge: gathering source of funds information
00:45 — How Legl's intuitive workflows guide clients through the process
01:40 — Open-ended questions and contextual evidence gathering
02:30 — Detailed transcripts and deeper insights for lawyers
03:20 — Reducing back-and-forth communication
04:10 — Improving compliance and client experience simultaneously
Key Takeaways
- Traditional source of funds processes create high cognitive load for both clients and fee earners — Legl's guided workflows simplify the experience while ensuring completeness.
- Intuitive, open-ended questions replace confusing document requests, helping clients provide the right financial evidence with proper context first time.
- Detailed transcripts give lawyers deeper insights into each case, improving the quality of compliance assessments while reducing the back-and-forth that slows onboarding.
