Client Onboarding

Reduce your administration burden and free up call handlers

3 month fixed fee pilot available

What we do

Our front of house service benefits firms whose staff do not have the capacity to effectively deal with the onboarding of new clients. We can help reduce the administration burden and free up fee earners.

What are the advantages of outsourcing your Client Onboarding to us, over dealing with them in-house?

  • We work in a bespoke way to enable us to do as much or as little as you like!
  • We completely remove the time consuming administrative work of new client onboarding, allowing your fee earners to focus on their caseload
  • We ensure that we are consistent in our approach and work in line with service levels agreed with you
  • We can open files on your case management system and send provisions of your client care documentation
  • We know how to identify and communicate the benefits of using your firm over your competitors
  • We provide you with weekly reports, agreed in advance

What makes us different

We have over 40 years of combined experience in the conveyancing industry

We can open files on your case management system and send provisions of your client care documentation

We provide a personal service to your clients, helping to take away the stress of the legal process

Our bespoke service works in a way which fits in with your firm’s values by adopting your brand messages and culture

We provide a reliable service where reasonable SLAs can be met consistently

Getting started is simple – we have a comprehensive guide to ensure we know exactly what you want so that we can get it right


Our services are tailored to your individual requirements. Get in touch with us today to find out more about prices and service levels. 3 month fixed free pilot available.

  • This field is for validation purposes and should be left unchanged.