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How Connected Onboarding works

How it works

From discovery to ongoing support

  1. 1

    Discovery

    We discuss your current process, matter volumes, systems and onboarding challenges.

  2. 2

    Workflow design

    We agree the tasks, communications, escalation points and reporting requirements.

  3. 3

    Secure setup

    Access, data-handling arrangements, templates and authorised contacts are established.

  4. 4

    Pilot

    The service begins with a controlled number of matters so the process can be reviewed.

  5. 5

    Ongoing support

    Following the pilot, the service can be refined and scaled according to your firm’s requirements.

Visibility

See every onboarding file at a glance

A shared view of what is outstanding, what is progressing and what needs your team’s attention.

Search client, reference or matter type
Status: All

48

Total open onboarding files

17

Awaiting client information

9

ID checks in progress

4

Referred to the law firm for review

6

Ready for internal approval

Recently updated files

RefClientStageUpdated
CO-1042AshworthAwaiting client information12 min ago
CO-1039BaxterID checks in progress1 hr ago
CO-1035ChowdhuryReferred for firm review3 hrs ago
CO-1028DelaneyReady for internal approvalYesterday

Matter status timeline

  1. Instruction received
  2. Welcome pack sent
  3. ID check coordinated
  4. Documents collected
  5. Handover to firm

Outstanding actions

  • Chase outstanding proof of address — CO-1042
  • Second reminder for source-of-funds evidence — CO-1039
  • Unusual documentation escalated to firm — CO-1035

Illustrative dashboard – final workflow can be configured around the law firm’s agreed process. Data shown is fictional.

Pilot

Start with a controlled pilot

You do not need to change your entire onboarding operation immediately. Begin with an agreed number of files, one team or a specific matter type. We will use the pilot to test the workflow, gather feedback and identify measurable improvements before discussing a wider rollout.

Discuss a pilot

What a pilot includes

  • Agreed scope
  • Defined responsibilities
  • Controlled file volume
  • Regular progress reviews
  • End-of-pilot feedback
  • No assumption of a long-term commitment

Let’s review your onboarding process

Book a short discovery call to discuss your current process and whether a controlled pilot would be suitable.

Book a discovery call