CUSTODIAN

Client Onboarding

Accelerate client and matter intake while meeting AML requirements with automated and auditable workflows integrated across your systems.

Book a Meeting
Onboarding Analytics iManage
Frictionless Compliance and Automation
Client Onboarding unifies identity checks, risk scoring, e-ID signing and ERP/DMS provisioning into one automated workflow, enabling compliance teams to evidence AML, accelerate revenue capture and provide a frictionless, mobile-ready intake experience without bespoke development.
BOOK A CALL
Key Benefits

Regulatory Confidence

Automated KYC, AML, and e-ID checks ensure compliance without manual follow-ups or missed obligations.

Accelerated Revenue

Digitised intake sends clients directly to ERP and DMS, speeding onboarding and enabling faster billing.

Audit-ready Visibility

Automated logs and reports offer clear compliance evidence, cutting prep time for audits and reviews.

Frictionless Client Journey

Smart forms and integrations auto-fill and adapt, boosting client satisfaction and response speed.

REGULATORY CONFIDENCE
Frictionless Compliance and Automation
Accelerate client and matter intake while meeting AML requirements with automated and auditable workflows integrated across your systems.
AUDIT-READY VISIBILITY
Frictionless Client Journey
With Automated KYC/AML checks, risk matrices and e-ID verification ensure every client and matter meets evolving compliance rules without manual chase-ups or missed obligations.

Learn more today

Book a call

Accelerate client and matter intake while meeting AML requirements with automated and auditable workflows integrated across your systems.

Book a Meeting