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

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No obligation · One working day response