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.

We’ve always prided ourselves on leading the way in client onboarding and compliance. Working with Zenoo has taken that to the next level, transforming what was already a solid process into a truly digital, connected system. Everything now lives in one place: data, documents, verification, and auditability. Our teams spend less time managing manual work and more time delivering value for our clients. The combination of Zenoo’s technology and our operational expertise has genuinely raised the bar for what best-in-class onboarding looks like.
Head of Compliance
Leading Global Firm
Trusted by leading companies
3x

Faster Client onboarding and approval reduced from hours to minutes

80%

Fewer False positives achieved through automated risk assessment and improved data mapping

50%

Less Manual compliance work thanks to workflow automation and integrated screening.

100%

Paperless, brand-consistent verification across boutiques and online channels.

Simplified client onboarding, built for compliance

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.

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 for Legal & Professional Services?

Zenoo eliminates friction and false positives, allowing your compliance team to focus on decision-making rather than paperwork. Our platform automates onboarding, streamlines monitoring and unifies risk assessment to deliver a seamless user experience with complete control.

Customisable Digital Intake Forms
Customisable Digital Intake Forms

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

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.

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.

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.

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.

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.

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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