Transform Your Law Firm's
Client Onboarding
Transform Your Law Firm's
Client Onboarding
Transform Your Law Firm's
Client Onboarding
We help law firms win clients faster and onboard them smarter with AI, cutting costs, boosting efficiency, and staying compliant.
The Onboarding Problem
The Onboarding Problem
The Onboarding Problem
~£150,000
Overall onboarding labour cost
per firm per year
Compliance
Mandatory compliance requirements
(KYC/AML)
~£500
Cost to onboard a client
on average
Manual Labour
Manual intake and onboarding
24 days
Time to onboard a client
on average
Enquiry Volume
Shortage of time
and operational capacity
~£150,000
Overall onboarding labour cost
per firm per year
~£500
Cost to onboard a client
on average
24 days
Time to onboard a client
on average
Compliance
Mandatory compliance requirements
(KYC/AML)
Manual Labour
Manual intake and onboarding
Enquiry Volume
Shortage of time
and operational capacity
~£150,000
Overall onboarding labour cost
per firm per year
Compliance
Mandatory compliance
requirements (KYC/AML)
~£500
Cost to onboard a client
on average
Manual Labour
Manual intake and onboarding
24 days
Time to onboard a client
on average
Enquiry Volume
Shortage of time
and operational capacity
Onboarding made simple
Onboarding made simple
Onboarding made simple
AI assisted
Onboarding
Automating the Process
Client Engagement
Convert website visitors through conversational engagement, instant answers, and seamless routing to the right enquiry channels — no delays, no missed leads.
Client Engagement
Convert website visitors through conversational engagement, instant answers, and seamless routing to the right enquiry channels — no delays, no missed leads.
Client Intake
Remove manual effort from onboarding by automatically gathering all required client information and documents.
Client Intake
Remove manual effort from onboarding by automatically gathering all required client information and documents.
Risk Assessment
Run and manage risk assessment checks with a single click. All information is analyzed and presented in a clear, easy-to-review report for human oversight.
Risk Assessment
Run and manage risk assessment checks with a single click. All information is analyzed and presented in a clear, easy-to-review report for human oversight.
Turn Visits into Enquiries
Turn Visits into Enquiries
Turn Visits into Enquiries
24/7 Enquiry handling
Faster response leads to higher conversion
Structured data capture means fewer dead leads
Win work you might currently miss simply due to slow follow-up
Book Demo
Website AI Concierge
Website AI Concierge
Our AI concierge chats with your website visitors in real time, answers their questions based on your company’s information, and guides them to submit a case-specific enquiry your team can pick up—so you never miss a lead.
Book Demo
24/7 Enquiry handling
Faster response leads to higher conversion
Structured data capture means fewer dead leads
Win work you might currently miss simply due to slow follow-up
Book Demo
Website AI Concierge
Our AI concierge chats with your website visitors in real time, answers their questions based on your company’s information, and guides them to submit a case-specific enquiry your team can pick up—so you never miss a lead.
Book Demo
Turn Enquiries into Cases Started
Turn Enquiries into Cases Started
Turn Enquiries into Cases Started
Automated Onboarding
& Risk Assessment
Automated Onboarding
& Risk Assessment
Eliminate manual work and time-consuming follow-ups for missing client information. Our one-click automated onboarding and risk assessment solution handles everything—requiring only a final human review of the risk assessment.
Book Demo
Reduces admin & paralegal time spent chasing documents
Automates repetitive compliance steps
Reduces re-keying and duplication
Standardises onboarding across the firm
Book Demo
Automated Onboarding
& Risk Assessment
Eliminate manual work and time-consuming follow-ups for missing client information. Our one-click automated onboarding and risk assessment solution handles everything—requiring only a final human review of the risk assessment.
Book Demo
Reduces admin & paralegal time spent chasing documents
Automates repetitive compliance steps
Reduces re-keying and duplication
Standardises onboarding across the firm
Book Demo
About
About
About
What We Offer
What We Offer
What We Offer
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Enhanced Customer Acquisition & Retention
Dedicated agentic AI channel to engage with a broader range of customers and enhance retention.
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Enhanced Customer Acquisition & Retention
Dedicated agentic AI channel to engage with a broader range of customers and enhance retention.
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Enhanced Customer Acquisition & Retention
Dedicated agentic AI channel to engage with a broader range of customers and enhance retention.
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Secure Data Management
UK GDPR compliant data handling of confidential client information for automated mandatory AML and KYC checking
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Secure Data Management
UK GDPR compliant data handling of confidential client information for automated mandatory AML and KYC checking
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Secure Data Management
UK GDPR compliant data handling of confidential client information for automated mandatory AML and KYC checking
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AI-Facilitated Interaction
LLM-driven communication and routing of requests within CRM and case management layers, ensuring accurate and efficient advice.
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AI-Facilitated Interaction
LLM-driven communication and routing of requests within CRM and case management layers, ensuring accurate and efficient advice.
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3
AI-Facilitated Interaction
LLM-driven communication and routing of requests within CRM and case management layers, ensuring accurate and efficient advice.
AI assisted
Onboarding
