Posts by Matthew Kinsey
The modern client onboarding journey starts with compliance.
Client onboarding has already proven to be one of the most important and often most challenging stages of the client journey. As explored in previous blogs, inefficiencies at this stage can create friction for clients and add pressure across a firm’s workload. At the centre of this process sits compliance. Identity Verification, Source of Funds…
Read MoreThe hidden operational cost of client onboarding for law firms.
Client onboarding is often viewed as a necessary step in the legal process but rarely is it seen for what it really is: a major part of what makes a firm run smoothly – or not. Following on from the challenges explored in another recent article – why client onboarding still frustrates clients, it’s clear…
Read MoreWhy client onboarding still frustrates your clients.
Legal onboarding is one of the most challenging stages of the client journey – and often the one that causes the most frustration. Even after a client decides to work with your firm, the process of getting fully set up can feel slow, confusing, and fragmented. For many, it’s the first real test of how…
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