ClientArc Consultation

Find out if ClientArc is right for your firm.

In 30 minutes.

No hard sell. No generic demo. We’ll start by understanding how your firm handles client intake today – then show you exactly what changes if ClientArc fits.

Client onboarding sits at the intersection of revenue, compliance and operational control. When it works well, it’s invisible. When it doesn’t, it shows up in missed steps, duplicated effort and fee earners chasing process instead of doing their job.

Before we show you anything, we’ll ask you about your current setup. What systems you use. Where the friction is. What’s working and what isn’t. Only then does it make sense to show you the solution.

How it works

What the session looks like:

Your current setup

We'll start with your firm. How intake arrives, which systems are involved, where things slow down or break. We're not here to tell you you're doing it wrong, we're here to understand what's actually happening.

A live walkthrough of ClientArc

We'll show you how new matter enquiries are logged and routed, how compliance checks trigger without manual input, and how matters are created and assigned - all without rekeying data between systems.

Integration with your systems

We'll walk through how ClientArc connects with MatterSphere, SortRefer, Armalytix and other platforms your firm relies on - and be straight with you about what's live versus what's in development.

What implementation actually looks like

No vague promises about deployment. We'll give you a clear picture of timeline, onboarding support, and what to expect in the first 90 days.

Your questions, answered

Compliance logic, data security, technical integration - whatever matters most to you. There's no clock on this part.

Who this works best for:

This session is worth your time if your firm:

Handles a meaningful volume of new client instructions each month
Relies on more than one system during the onboarding process
Is spending too much time coordinating intake manually
Wants more consistency across compliance steps
Is exploring options and wants a straight, honest conversation about fit

If onboarding is genuinely simple – low volume, one system, minimal compliance – we’ll tell you that too.

What the session is - and isn't:

The walkthrough is informal and focused on your firm’s workflows. Think of it as a working conversation rather than a sales pitch. We’ll discuss your current setup, show you the solution in context, and answer whatever questions come up – technical, operational or otherwise. It typically takes 30-45 minutes.

“

ClientArc brought all of our intake processes into one place. We’ve reduced onboarding time by around 50% and can handle more matters with less strain on the team.”

Head of IT, Birchall Blackburn Law

What ClientArc Does

Works with your existing systems

ClientArc isn’t designed to replace the systems your firm already relies on. It sits between them – connecting your intake sources, compliance tools and practice management system into one flow.

MatterSphere integration is live today. If your firm uses Actionstep, Aderant, LEAP, LEGL or ThirdFort, speak to us – we can give you a clear picture of where those integrations are and what the timeline looks like.

Case Management Systems

MatterSphere

Actionstep (ask us about availability)

Aderant (ask us about availability)

LEAP (ask us about availability)

Referrer Platforms

SortRefer

CAL

eCon (DigitalMove)

Move With Us

AML & Identity Verification

Armalytix

LEGL (ask us about availability)

ThirdFort (ask us about availability)

ClientArc is built on Microsoft Azure infrastructure and holds Cyber Essentials Plus certification. All client data is processed in accordance with UK GDPR.

Book Now

Book your session

Pick a time that works. We’ll do the rest.

Discover ClientArc

Not ready for a call yet?

Download the ClientArc Product Overview

Or read how Birchall Blackburn Law reduced onboarding time by 50% using ClientArc.

Find out if ClientArc is right for your firm. In 30 minutes.