Designed for Modern Law Firms
OnBoardNow helps law firms collect everything needed before legal work begins.
Law Firms
Meet your compliance obligations from the outset — collecting client ID, completing KYC, AML, PEP and sanctions checks, and gathering case-specific intake information before work begins.
- Client Care Letter
- Client Identity Verification, AML & KYC
- TA6, TA7, TA10 & other property information forms
- Probate Questionnaires
- Family Law Questionnaires
- Supporting Documents
- Electronic Signatures
- Multiple Signatories
- Automatic Workflow Progression
Every Flow
What every onboarding flow includes
Guided, structured and connected journeys to help you, help your clients.
Guided Step-by-Step Journey
Clients are taken through a clear, structured process — answering questions, uploading documents and completing checks in the right order, with nothing missed.
Identity Verification via App
Where required, clients verify their identity securely using the OnBoardNow mobile app — integrated directly into the flow, not a separate process.
Structured Data Returns
All information, documents and check results are organised and returned in a clear, usable format — ready to use immediately or delivered into your case management system.
Pre-built or Bespoke workflows
Choose from pre-built flows or work with us to build a flow tailored to your specific process and requirements.
Why Law Firms Choose OnBoardNow
Law firms need more than digital forms. They need intelligent workflows that understand the legal process.
OnBoardNow automatically guides clients through questionnaires, requests supporting documents, verifies identity, captures electronic signatures and knows when additional forms are required. Where appropriate, workflows can automatically progress from one legal form to the next, ensuring nothing is overlooked.
Multiple clients, sellers, buyers, executors or other parties can complete and sign documents from different locations, with every stage automatically routed to the next signatory until the workflow is complete.
The result is faster client onboarding, reduced administration, fewer delays, secure document collection, electronic signatures, a complete audit trail and a mobile-first client experience that integrates with your existing case management system.
OnBoardNow gives law firms everything required to begin every matter efficiently and consistently.
One
Connected process — not multiple tools
Secure
ID capture via mobile camera
Compliant
Designed for regulated sector requirements
FAQ
FREQUENTLY ASKED QUESTIONS
Law firms should collect client identity verification, proof of address, matter details, AML checks and any documents relevant to the case.
Yes. Probate clients can complete questionnaires remotely through a secure link.
Yes. Multiple parties can each complete their part of the same onboarding workflow.
Yes. OnBoardNow automates document requests and collection so firms stop chasing paperwork manually.
Yes. Workflows can request information from third parties such as family members, employers, accountants or gift donors.
Yes. If a client declares gifted funds or third-party support, additional workflows can collect information and evidence from that person.
Yes. We support integrations with Clio, LEAP, DPS, Eclipse and custom systems through API.
Yes. Firms can build their own workflows, questionnaires, document requests and approval processes.
No. Clients receive a secure link and complete onboarding without creating an account.