Advanced and Legl partner to streamline client onboarding
//04-08-2022

Advanced and Legl partner to streamline client onboarding

by Advanced PR, Author

Business software specialist Advanced and client lifecycle management platform Legl have partnered to help law firms accelerate file opening, reduce manual data entry, and ensure records are up-to-date and compliant. The partnership will connect Legl’s client onboarding with Advanced’s P4W practice and case management solution.

With the integration partnership between Legl and Advanced, law firms can reduce manual data entry, increase efficiency across the client onboarding process, and streamline data management to ensure records are up-to-date and compliant.

Doug Hargrove, Managing Director for Legal at Advanced, said, “We are delighted that by popular client request we have integrated our P4W solution with Legl’s onboarding and compliance products. This will give firms access to a modern cloud-based client onboarding solution, which can help to speed up the onboarding process. We are excited to take this partnership forwards and look forward to working more closely with the Legl team providing further software solutions for our clients.”

Legl’s VP of Engineering, Matt Jared, added, “The integration of Legl and P4W means that firms using separate systems now have the benefit of streamlining information sharing across platforms and getting quick access to KYC and AML data provided via Legl’s robust risk and compliance tools.”

Discover our practice and case management systems and how they can improve your client journeys and workflows by clicking here. You can find out more about our partners, Legl, by clicking here.

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