Client Onboarding and Compliance Platform

Legl's Client Onboarding and Compliance Platform is a comprehensive, cloud-based solution designed to streamline client intake, enhance compliance processes, and improve operational efficiency for law firms. The platform offers modular workflows that integrate seamlessly with existing practice management systems, enabling firms to digitize client-facing and internal processes without disrupting current operations. Key features include eSignatures for faster approvals, customizable forms tailored to various client and matter types, and a consolidated client experience that simplifies interactions. Additionally, the platform provides operational dashboards for real-time risk oversight, helping firms optimize processes and maintain compliance. Legl's solution is trusted by over 500 law firms globally, including 40 of the UK's Top 200, and supports integrations with systems like Actionstep, Clio, and others.