How does your client onboarding compare?

1. How many people work at your firm, including support staff?

2. Which practice area brings in most of your new clients?

We compare you with Legl firms in the same practice area.

3. Where is your firm based?

4. Once you've sent a new client your onboarding request, how long do they typically take to complete it (ID, documents, forms)?

5. Once the client has completed it, how long does your team typically take to review and sign off the file?

6. What percentage of clients drop out before completing onboarding?

7. What share of ID checks need a second look from your team?

8. Where do clients most often get stuck?

9. How many people handle a typical file before it is signed off?

10. How many separate providers do you use across ID checks, screening, source of funds and client forms?

11. Roughly what does your firm spend a year on compliance and onboarding tools, excluding salaries?

12. How has that spend changed over the last 12 months?