Client onboarding for legal practices

Know who you’re acting for before the matter gathers momentum.

Give clients a simple verification experience and give fee earners a clear view of identity, ownership, documents and unresolved exceptions.

What changes

01

Support remote client verification

02

Map corporate and trust relationships

03

Route specific corrections to the right person

04

Keep reviewer judgement in the approval step

The operational problem

Due diligence should not slow down matter opening.

When evidence arrives across email threads, the reviewer spends time reconstructing the story. 2Verify keeps every person, entity, document and check connected to the matter.

Support remote client verification

Map corporate and trust relationships

Route specific corrections to the right person

Keep reviewer judgement in the approval step

One connected workflow

From first invitation to a review-ready client record.

01

Open the matter

02

Invite all relevant parties

03

Collect identity and ownership

04

Review surfaced exceptions

05

Complete the evidence record

Built for legal practices

Make the next client easier to onboard.

Start with individual checks from $5 and see how 2Verify can simplify the work around every new client.