LegalStacks
Legal Operations Platform for the Modern Law Firm
LegalStacks Logo

Client Onboarding and Compliance

Simple. Fast. Secure.

Manage KYC, FICA, onboarding and client file records in one premium workspace.

Start free trial Request Demo
🔍 Effortless KYC & FICA Built in company and Individual searches and verification.
📂 One Workspace Keep onboarding, compliance, consultation records and client files in one place.
📝 Built-In Consultation Tools File notes, timers, recordings, transcriber and calculators.
📋 Structured Workflows Consistent FICA and KYC capture, reports and supporting documents.
✅ Compliance Ready Built-in firm-specific risk management and compliance workflows.
⚙️ Advanced Automation Auto-transcribe consultations, save video and audio to client files, and maintain a paperless process.

Less Paperwork. Better Client Onboarding.

Stop overwhelming clients with long forms, repeated questions and endless document requests. LegalStacks gives your firm a secure, structured way to collect client information, supporting documents and signatures in one streamlined workflow.

Designed for law firms that need simple, compliant and accurate client onboarding.

From first consultation to FICA forms, KYC questionnaires and supporting documents, LegalStacks helps your firm maintain a professional, consistent and complete client record.

Business Onboarding

Capture company details, directors, beneficial ownership and supporting documents with a single structured workflow.

  • KYB report
  • Beneficial ownership and organogram
  • Director and company detail capture
  • Client document upload directly to file
  • Adverse news and risk reporting

Individual and Trust Onboarding

Keep personal details, declarations, trust information and compliance records in one secure place.

  • KYC and FICA reports
  • Effortless data capture
  • Electronic signatures
  • Electronic verification
  • Supporting document collection

User Friendly for Clients

Give clients a simpler, more professional onboarding experience from their phone.

  • Secure portal link for data capture and document upload
  • Electronic signing of FICA and KYC forms
  • FICA and KYC packs generated in seconds
  • Less paperwork and fewer repetitive questionnaires

Operational Consistency

Standardise how your team captures and maintains client records across the firm.

  • Cleaner records
  • Less back-and-forth email
  • Stronger audit trail
  • Easier internal review
  • More reliable file maintenance

Workflows and Consultation Tools

Track consultations and maintain a complete engagement record with built-in productivity tools.

  • Client searches
  • Timers
  • Recordings
  • Quick notes
  • Meeting transcriber and summary reports

Ready to modernise your client onboarding and compliance workflow?

Start your free trial or book a demo to see LegalStacks in action.

Start Free Trial Request Demo