Digital Onboarding ID/AML

Helping you piece together your client onboarding journey.

There are a plethora of client onboarding products on the market, but our clients specifically asked for a solution that’s a lot more flexible and can fit the way that they work. That right there is what makes us different: how we integrate with your PCMS. Take a look at our features
overview How can client onboarding be achieved with your existing legal tech-stack?
We have out-of-the-box components but offer a very high degree of customisation to fit the vision of your firm’s ideal client journey.

Here’s how we can help with your client onboarding process:

We create customised new enquiry forms for both internal and external use 

Standard practice includes legal teams sending a link to clients to fill out a form. The client then fills out said form before sending it back to the fee earner. It’s time consuming, admin-heavy and ideally you want to improve the efficiency of your client onboarding process, so you can spend more time earning.

We also create internal forms for the times a client walks into reception or picks up the phone and calls you. This includes lots more information, because you’ve got the client there before you and can quickly ask them a variety of questions. Once you have the completed form, we can triage this until its ready to enter your PMS as a prospect.

Explore our Web Forms
case studies

Hear from some of our clients who love Mozaique.

Explore our case studies

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