ClientArc · End-to-End Client & Matter Onboarding. On autopilot.

let your onboarding run itself.

let your on-boarding run itself.

ClientArc takes the manual work out of client and matter intake – logging new opportunities as they arrive, triggering identity, anti-money laundering and conflict checks, generating documents, and tracking every step until the matter is live.

Every step connected. Every workflow consistent. Every onboarding faster, safer, and more defensible than the process it replaces.

The problem ClientArc solves

Manual onboarding isn't just slow. It's the most expensive workflow in the firm – and the one most likely to introduce risk.

The client and matter onboarding process touches almost every part of how a law firm operates: business development, compliance, fee earner capacity, document management, and client experience.

When that process runs manually – held together by chaser emails, spreadsheets, hand-offs between teams, and tribal knowledge about who does what – every one of those parts pays a tax.

Onboarding takes longer than it should. Compliance steps are missed. Fee earners spend hours doing work that nobody hired them to do. And the firm’s ability to scale gets capped by the throughput of the manual process underneath.

ClientArc was built to remove that constraint.

Not by rebuilding the way your firm works, but by automating the layer underneath it – quietly, reliably, and inside the practice management system you already use.

“

Each new source of work was integrated with a separate piece of technology, making our onboarding process disjointed, cumbersome, and leading to our teams becoming siloed into specialising on certain work types.”

IT Director, Birchall Blackburn Law

Proven inside one of the UK's leading law firms

50%

Reduction in client onboarding time at Birchall Blackburn Law.

After deploying ClientArc across multiple intake sources, Birchall Blackburn Law reduced its client onboarding time by approximately fifty percent – releasing fee earner capacity, lifting referral intake, and creating a consistent, defensible onboarding process across the firm.

“

The ClientArc solution has revolutionised how we onboard new clients and matters within the firm. The intelligent automation has cut the time it takes to onboard each new case by around 50% or more – and we’re now onboarding more matters with less demand on staff, greater transparency on matter progress, and reduced risk of missed SLAs.”

IT Director, Birchall Blackburn Law

What ClientArc Actually Does

A complete onboarding engine, configured around the way your firm already works.

ClientArc handles every stage of the intake process end-to-end. The list below is what it does as standard (not the maximum it’s capable of).

Automated new business capture.

ClientArc connects with the AML platforms your firm already trusts, initiating the required checks automatically and capturing the results against the matter as part of the audit trail.

Identity verification, automated.

Triggers ID checks at the right point in the onboarding process, with results captured against the matter and the audit trail built in.

Anti-money laundering, integrated.

ClientArc connects with the AML platforms your firm already trusts, initiating the required checks automatically and capturing the results against the matter as part of the audit trail.

Automated conflict checking.

Conflict checks run as part of the onboarding workflow, with any flagged conflicts surfaced immediately, before the matter progresses any further.

Document generation, ready to go.

Generates engagement letters and other key paperwork from your templates – populated with the right data, every time.

Clear fee earner assignment.

The team member starting the onboarding selects which fee earner the matter is assigned to – keeping the judgement where it belongs, while the workflow automatically handles every step that follows.

Real-time progress visibility.

Tracks every step of every onboarding in flight, flagging anything that’s stalled or incomplete before it becomes a problem.

Built to integrate, not replace.

Sits alongside your practice management system, so the rest of your stack stays exactly as it is.

The Impact

What ClientArc means for your firm, in operational terms.

streamlined Onboarding

Removes the repetitive admin layer underneath every new matter, so the process scales without scaling headcount.

Stronger compliance.

Consistent execution of every required step – including ID, AML and conflict checks – with audit trails built in for the regulatory environment your firm operates in.

Reliable data.

Reduces re-keying errors, eliminates duplicate records at source, and gives your reporting a foundation it can actually stand on.

Effortless scalability.

Handles peaks in new business without the proportional increase in operational load – capacity that grows with demand, not behind it.

See ClientArc for yourself

A thirty-minute conversation.

A demo showcase. A clearer picture of what onboarding could look like in your firm.

The most useful conversations we have about ClientArc are the ones grounded in your firm’s actual process – the specific intake sources, the specific compliance demands, the specific bottlenecks you’re trying to remove.

Book a discovery call and we’ll show you ClientArc working against a process that looks like yours, and tell you honestly what a deployment would involve.