Client and Matter Onboarding.
On Autopilot.
Let your onboarding run itself.
The fix? ClientArc
Manual onboarding slows everything down. It ties up skilled people with repetitive tasks, invites mistakes, and makes it harder to stay compliant.
ClientArc fixes that.
It builds consistency into your workflows, speeds up turnaround times, and gives fee earners exactly what they need, when they need it – without relying on constant hand-holding.
What does ClientArc actually do?
ClientArc runs your intake process end-to-end:
ClientArc takes the heavy lifting out of client and matter intake. From the moment a new enquiry lands, it handles every step – logging, compliance, ID checks, document generation, and matter setup – without the usual admin drag.
It keeps things moving, reduces risk, and gives your team back the time to focus where it counts.
Automatically logs new business from referral partners and web forms
Alerts your team and guides them through the steps
Triggers ID checks, compliance workflows and creates key documents
Tracks task progress and flags what still needs attention
Allocates matters to the right fee earner using smart rules
ClientArc's impact
Cuts out repetitive onboarding admin
Helps teams move faster and stay compliant
Reduces errors and improves data accuracy
Scales with your workload, without needing extra headcount
Want to make onboarding effortless? We’ll help you get there.
Book a demo and let us show you what smoother onboarding looks like.
