Verify Client
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    End-to-End Client Onboarding for UK Law Firms

    ID verification, AML checks, engagement terms, custom forms, and CRM integration — delivered to your clients in one lovely, seamless flow.

    Useful Links

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    Book a 15‑minute demo
    Short call, tailored to your practice area
    Pricing
    Customer-facing pricing overview
    Security
    UK data residency, encryption, access controls
    Getting started guide
    Setup steps for practice managers

    The Challenge

    • SRA AML obligations—
      risk-based verification required
    • Companies House rules—
      identity verification mandates
    • Chasing clients—
      manual processes slow matters
    • Audit exposure—
      inconsistent records create risk

    The Solution

    • Complete onboarding—
      ID, AML, SOF, terms, and forms
    • Client care letters—
      digital signatures with timestamps
    • CRM integration—
      evidence packs sync automatically
    • Compliance control—
      support gifted deposits with donor journeys

    How It Works

    Streamlined process from invitation to evidence pack

    1

    Send secure link

    Invite clients via email or SMS

    2

    Client completes onboarding

    Save & return, ~15 mins

    3

    Checks run automatically

    Real-time verification

    4

    Evidence pack ready

    Synced to your CRM

    Everything You Need

    Identity Verification

    • Document validation
    • Biometric matching
    • Liveness detection

    AML Compliance

    • Sanctions screening
    • PEP checks
    • Adverse media

    Source of Funds

    • Structured questions
    • Document upload
    • Risk assessment

    Forms & Terms

    • Client care letters
    • Engagement terms
    • Custom forms

    CRM Integration

    • REST API access
    • Automatic sync
    • Webhooks

    Case Management

    • Multiple parties (incl. donors)
    • Role-based access
    • Audit trail
    End-to-end encryption
    UK data residency
    GDPR compliant
    SRA aligned

    Ready to modernise?

    Book a 15-minute demonstration and see how much time your firm could save.

    hello@verifyclient.co.uk
    verifyclient.co.uk/contact
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