Description: Evaluate ONBOARD - A technology enabled solution to optimse new Client
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LEARN MORE Efficient Matter inception LEARN MORE Continuous compliance LEARN MORE Scroll down Evaluate ONBOARD A technology enabled solution to optimse new Client on boarding and new Matter inception for mid-sized law firms and other regulated businesses Evaluate provides: A one stop, one portal home for all your new Client and new Matter needs - with your branding A compliant, 'out of the box' solution incorporating Law Society guidelines Integration with best of breed digital search and AML engines 'Conti
" Leading the SRA’s Financial Assurance Programme and AML focus has given me a unique insight into the processes and practices of law firms when taking on new Clients and instructions. The need to start Clients' work urgently means pressures are exerted throughout the firm. Potential for mistakes is high, with significant consequences. What I have seen in Evaluate Onboard is a beautifully simple way to ensure all the correct controls are in place whilst actually helping the Client and Fee Earners through th
Sam Palmer - www.Ashfords.co.uk