Legal & Professional Services
Legal & Professional Services

Simplified client onboarding, built for compliance

Streamline AML, ID verification, and document collection without compromising confidentiality or client care.

Why Zenoo for Legal & Professional Services?

Whether you're onboarding clients for conveyancing, corporate services, or trusts, Zenoo simplifies every step—from ID collection to risk checks.

50%

50% faster onboarding for new clients through digital forms and secure uploads.

75%

75% fewer manual admin tasks by centralising checks and tracking.

100%

100% GDPR and AML-ready with built-in controls and audit logs.

What You Can Do

Collect client details securely and quickly

Clients complete KYC and upload documents via branded portals, minimising errors and delays while maintaining a premium service experience.

Screen for risk before onboarding

Automatically screen individuals and companies against PEP, sanctions, and adverse media databases to identify red flags early.

Simplify case tracking and approval

Manage onboarding workflows for multiple stakeholders with a central dashboard that keeps fee earners and compliance teams aligned.

Simplified client onboarding, built for compliance

Standout Features fo Legal & Professional Services?

Zenoo eliminates friction and false positives, allowing your compliance team to focus on decisions, not paperwork. Our platform automates customer onboarding, streamlines ongoing monitoring, and unifies risk assessment – delivering a seamless user experience while maximising efficiency.

Customisable Digital Intake Forms
Customisable Digital Intake Forms

Create tailored journeys for private clients, corporates, or trusts with conditional logic and smart fields.

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Customisable Digital Intake Forms
Customisable Digital Intake Forms

Create tailored journeys for private clients, corporates, or trusts with conditional logic and smart fields.

AML & ID Verification Built In
AML & ID Verification Built In

Check documents in real time, match selfies, and flag any inconsistencies automatically.

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AML & ID Verification Built In
AML & ID Verification Built In

Check documents in real time, match selfies, and flag any inconsistencies automatically.

White-Labelled Client Portal
White-Labelled Client Portal

Deliver a consistent, branded onboarding experience clients can access from any device.

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White-Labelled Client Portal
White-Labelled Client Portal

Deliver a consistent, branded onboarding experience clients can access from any device.

Audit-Ready Activity Logs
Audit-Ready Activity Logs

Track every action and verification with full, timestamped logs to meet regulatory obligations.

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Audit-Ready Activity Logs
Audit-Ready Activity Logs

Track every action and verification with full, timestamped logs to meet regulatory obligations.

Granular User Access Controls
Granular User Access Controls

Restrict who can view, edit, or approve onboarding details across departments.

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Granular User Access Controls
Granular User Access Controls

Restrict who can view, edit, or approve onboarding details across departments.

Conflict Check Compatibility
Conflict Check Compatibility

Support internal processes by integrating with existing systems or flagging common conflicts automatically.

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Conflict Check Compatibility
Conflict Check Compatibility

Support internal processes by integrating with existing systems or flagging common conflicts automatically.

Ready to modernise client onboarding without compromising compliance?

Start your free trial or book a demo today.

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