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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…

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…

Conveyancing is a core matter type of UK legal service requiring meticulous attention to detail, document management, as well as swift and efficient communication with clients, law firms, and information providers. With the increasing complexity of legal cases and changes in modern client expectations driving the need for more streamlined workflows, law tech companies have…