For clients
What to expect from digital client onboarding
Your solicitor needs some information before they can act. A digital checklist lets you provide it securely, save your progress and return if you do not have everything to hand.
This guide explains a typical digital onboarding process. Your solicitor will tell you which checks and documents apply to your matter.
01
Why your solicitor has asked you to complete it
Solicitors need to know who their clients are, understand the work they are being asked to do and meet legal and professional duties. The request may include identity evidence, information about the matter, Source of Funds, forms and a Client Care Letter.
The exact checklist varies. Someone buying a home may be asked different questions from a company director, an executor or a person making a will. Other people connected to the same matter may receive their own separate checklist.
- Open the link sent by your solicitor rather than searching for a sign-in page.
- Check the firm name and matter reference before you begin.
- Contact the firm using a known number if the request looks unexpected.
- Do not forward your personal access link to another person.
02
What to have ready
You may need a passport or driving licence, a recent proof of address and a phone or computer with a camera. Your solicitor may also ask for forms, supporting documents or information about money connected to the matter.
Use clear, current documents. Photograph the whole document in good light, keep every corner visible and avoid glare. If a photograph cannot be read, the system or your solicitor may ask you to take that item again.
- A current identity document accepted by your solicitor.
- A suitable proof of your current address.
- Any forms or official documents named in the checklist.
- Evidence for funds if money is involved in the matter.
03
You can usually complete it in stages
A good digital process saves your progress. You can finish one part, leave to find a document and return through the same secure link. Read each question before uploading anything so the right evidence stays with the right task.
If one item needs correcting, you should be able to replace that item without repeating work that was already accepted. Ask your solicitor for help if you cannot use the standard process or need information in another format.
- Use your own details and documents.
- Save and return if you need more time.
- Follow any specific request for a replacement item.
- Tell the firm if your circumstances or contact details change.
04
What happens after you submit
Your solicitor reviews the information and any automated check results. A digital check can help organise evidence, but the firm makes the final decision and may ask a follow-up question if something is missing or unclear.
Submitting the checklist does not always mean every check is complete immediately. Some results take time, and the firm may need to review your Client Care Letter, forms or supporting evidence before the matter can move on.
- Keep access to the email address used for the invitation.
- Look out for a focused follow-up from the firm.
- Contact your solicitor if you think you uploaded the wrong document.
- Keep a copy of anything you sign.
Questions clients and firms ask
How long does digital solicitor onboarding take?
It depends on the matter and what you have ready. Identity details can be quick, while Source of Funds, forms or supporting documents may take longer to gather.
Why does each person need a separate link?
The firm needs to keep each person's identity, answers, documents and signatures attached to the correct party.
What if I cannot complete the process online?
Contact your solicitor. The firm can explain the available assisted or alternative route and any evidence it still needs.
