About the Client
Our client, a prominent US-based law firm, specializes in providing legal representation and services across diverse practice areas. They manage multiple clients and attorneys, ensuring efficient onboarding and client retention.
Problem
The client faced a manual, time-consuming onboarding process, risking client loss due to slow agreement handling. They needed a streamlined system for attorney assignments, efficient management of trust and operating accounts, and support for multi-party digital signatures to ensure quick and compliant agreement finalization.