Client onboarding made easy with RPA

Streamline your client onboarding processes with fully customisable and scalable solutions

Insolvency & legal service firms are under increasing pressure. They must manage client onboarding, handle large caseloads and meet strict regulatory requirements. At the same time, they need to deliver accurate, timely services, all while staying profitable.

Robotic Process Automation (RPA) offers a scalable solution. It streamlines client onboarding, reduces manual work, improves data accuracy and ensures compliance. Therefore with RPA, insolvency & legal practices can stay efficient and competitive in a fast-changing market.

Why use RPA for client onboarding?

Robotic Process Automation (RPA) uses software bots to handle repetitive, rules-based tasks. These bots mimic human actions like data entry, system navigation, and document creation. Above all, they work faster, more accurately, and without fatigue.

Traditionally, onboarding a new client involves entering details into multiple internal systems, which is both time-consuming and prone to human error. With RPA, software bots can be programmed to capture client data from initial intake forms or emails and populate various systems automatically. This includes customer relationship management (CRM) tools, case management platforms, document repositories, and billing systems. The result is faster onboarding with fewer administrative bottlenecks.

Our RPA solutions are tailored for insolvency & legal practitioners. We support firms across the UK, adapting systems to fit regional regulations. Our bots integrate seamlessly with leading platforms such as Turnkey IPS, VisionBlue, LEAP, Docusoft, Hoowla, PerfectPortal, PracticeEvolve, Clio, Peppermint and others.

Typical automation client onboarding workflow

Creating a case file on your systems (e.g. Vision Blue / Turnkey IPS / LEAP / Docusoft)
Carrying out conflict checks
Generate regulatory reports on the company, Director(s) & Shareholder(s)
Carrying out checks on London Gazette, ICO, sanction lists etc
Running AML checks on Directors & Shareholders
Handling ID requests
Carrying out Ethics & Bribery Act checks
Digital filing of all compliance & evidence reports (e.g. SharePoint / OneDrive / Docusoft / LEAP / Google Drive)
Generation & printing of Initial Document packs & Terms of Business for sending to customers

Ensuring 100% client onboarding compliance.

The example below demonstrates how our RPA solutions retrieve company data from Companies House. The bot then automatically generates relevant documents with that information for use in client onboarding:

Benefits of RPA client onboarding

Verify conflict checks and automate engagement letters and other documents.
Streamline document filing and compliance.
Accelerate client onboarding file creation, ID checks, and document preparation.
Seamlessly input client data across management platforms.
Save time by filing and sending documents while clients are still in the building or on the phone.
24/7 ability to perform onboarding/client checks, optimising productivity and client relations.
Time saving allows for the redeployment and/or retraining of talented staff to where they can improve business critical roles within the company.

Key RPA uses for insolvency & legal service firms

Client Onboarding: Automate data collection from forms and online portals, ID verification, conflict checks, and initial communications, thereby reducing onboarding time from days to minutes.
Case Data Management: Extract and populate data across multiple systems including creditor reports, statutory forms, and correspondence logs. Reduce manual entry errors and improve audit readiness.
Compliance & Regulatory Filing: Ensure timely and accurate filing of insolvency notices, reports, and forms (such as Statement of Affairs or Progress Reports) with built-in logic for jurisdiction-specific regulations.
Communication Automation: Automatically generate and send updates to clients, creditors, debtors, and stakeholders. Maintain consistent, timely engagement without burdening your staff.
System Integration: RPA acts as a bridge between incompatible platforms, allowing your firm to connect older legacy systems with modern insolvency software without expensive IT overhauls.

Tailored Automation Solutions for client onboarding

We specialise in building bespoke RPA solutions designed specifically for insolvency & legal practitioners in England, Wales, and Scotland. Our bots integrate with a wide range of insolvency and case management software, and are fully aligned with industry-specific workflows and regulatory requirements.

Whether you’re handling conveyancing, family law, individual bankruptcies, company administrations, or complex CVLs, our team will work with you to identify automation opportunities that deliver measurable ROI and operational relief.

Cookie	Duration	Description
cookielawinfo-checkbox-analytics	11 months	This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Analytics".
cookielawinfo-checkbox-functional	11 months	The cookie is set by GDPR cookie consent to record the user consent for the cookies in the category "Functional".
cookielawinfo-checkbox-necessary	11 months	This cookie is set by GDPR Cookie Consent plugin. The cookies is used to store the user consent for the cookies in the category "Necessary".
cookielawinfo-checkbox-others	11 months	This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Other.
cookielawinfo-checkbox-performance	11 months	This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Performance".
viewed_cookie_policy	11 months	The cookie is set by the GDPR Cookie Consent plugin and is used to store whether or not user has consented to the use of cookies. It does not store any personal data.