Automation Potential in: Client Creation

today's Challenges

As empowered clients continue to be more discerning in their choice of legal service providers, law firms need to think about more innovative ways to enhance the client experience and add value. 

The first way to do this is a speedy onboarding process, with minimal paperwork.

Automation Impact Evaluation

There are a number of different areas in which automation can assists in the creation and referencing of new clients. Paperwork such as anti-money laundering (AML) and Counter-Terrorist Financing (CTF) risk assessment forms can be filled in automatically and cross referenced against credit checks, reference checks and all of this information can be collated into an ERP or CRM.

The result is an exhaustive client profile, available in a matter of hours, with administrative costs significantly lower than those of manual performance. Further to this, information can then be extracted to other systems, for example probate claim forms.

©2023 Proservartner, whose head office is: 52 Grosvenor Gardens, Victoria, London SW1W 0AU, 02031432515 Privacy Policy

Log in with your credentials


Forgot your details?

Create Account