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Verify Client
Cloud-based client onboarding for UK conveyancers
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Verify Client - 2026 Pricing, Features, Reviews & Alternatives
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Last updated: October 2026
Verify Client overview
What is Verify Client?
Verify Client is cloud-based client onboarding software built for UK conveyancing solicitors and law firms. All onboarding workflows are centralised in a single platform, covering identity verification, anti-money laundering (AML) screening, source of funds checks, and digital document collection. Configurable case workflows adapt to residential and commercial conveyancing transaction types, reducing manual data entry and paper-based processes across the client intake lifecycle.
Verify Client integrates with leading case management systems used by UK conveyancing practices, allowing onboarding data to flow directly into existing matter records. Clients complete verification steps through a branded digital portal, with real-time status tracking visible to fee earners and support staff. Audit trails, compliance reports, and document storage are retained within the platform to support regulatory obligations under UK AML legislation and SRA requirements.
Firms of all sizes benefit from standardised onboarding procedures that reduce inconsistency across fee earners and offices. Automated reminders prompt clients to complete outstanding verification steps, shortening the time between instruction and matter opening. Role-based access controls allow practice managers to oversee compliance activity across the firm without exposing sensitive client data beyond authorised users.
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