Client Intake & Onboarding
Streamlined client intake with conflict checking, engagement letters, KYC verification, and automated onboarding workflows.
Core Capabilities
Client Intake & Onboarding Features
Powerful tools to transform how you manage Client Intake & Onboarding workflows.
Intake Forms
Custom intake forms with conditional logic, document upload, e-signature, and automated data extraction into case management.
Conflict Checking
Multi-party conflict searches across matters, parties, and related entities with waiver request workflows and documentation.
Engagement Letters
Template-based engagement letter generation with fee structure, scope definitions, and client e-signature collection.
Intelligence & Analytics
Advanced Client Intake & Onboarding Insights
Data-driven decision making with comprehensive analytics and compliance.
KYC/AML Compliance
Client identity verification, beneficial ownership, sanctions screening, and ongoing monitoring for anti-money laundering compliance.
Onboarding Workflow
Automated task sequences for new client setup including team assignment, access provisioning, and welcome communications.
Pipeline Analytics
Lead-to-client conversion tracking, intake source analysis, response time metrics, and engagement rate optimization.
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