What’s Covered in This Session
This session looks at how compliance and client onboarding actually operate inside law firms today and why the process often takes longer than it should.
You’ll hear practical perspectives on:
- Why onboarding slows down even when teams are doing “everything right”
- How manual intake, email approvals, and disconnected systems create hidden delays
- Where risk increases when data is spread across forms, inboxes, and spreadsheets
- What changes when compliance workflows are standardized and easier to track
- How firms are reducing rework and frustration without lowering compliance standards
- Why better visibility helps compliance teams move from reactive to proactive
The takeaway is simple:
Most onboarding challenges aren’t about effort or intent; they’re about structure, visibility, and process design.
