The LawTools Platform
Client onboarding on autopilot.
Collect ID, terms of engagement, documents and payment automatically — before a fee earner needs to touch the file.
Specialist legal sector agencyLead gen, sites & automationOne working day response
What's included
LawOnboard features
Automated onboarding sequence triggered on instruction
Electronic ID and address verification (AML compliant)
Digital terms of engagement with e-signature
Document collection per practice area
Online payment collection for initial fees
Automated chaser sequences for incomplete submissions
Progress tracker visible to client and fee earner
Integration with LawCRM — file opens automatically
Custom onboarding flows per practice area
Conflict check prompts built into the flow
Source of funds collection where required
Full audit trail for compliance and SRA requirements
All platform tools
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