Remote Client Onboarding

With the nation currently being advised to keep contact between individuals outside of their household to a minimum, law firms have had to adapt their processes for completing AML and KYC checks, as well as managing engagement processes – including obtaining signed documents.

In this session we will hear from several firms about the practices they have adopted, and how legal technology is assisting them with onboarding clients remotely. The session will provide practical advice you can implement at your own firm, as well as an introduction to technologies that can assist in this area.

Chair: Rob Hosier – inCase

Panel

• Robyn Weatherley,  Head of Marketing – Thirdfort
• Laura Bosworth, Head of Sales & Marketing – Amiqus
• Rachael Hodge, Business Development Manager  – PM Property Lawyers
• Chris Walker, IT Director – Gorvins

Non-Members

You can attend your first UKLTA event as a guest. If you are interested in supporting the UKLTA and its work within the UK legal and legal technology sector, then please consider joining us! You can find out more about the UKLTA and its benefits for both law firms and tech companies in the member benefits section of our website.