Case Study: Streeter Marshall improves client onboarding with Legl

Putting client experience first How Streeter Marshall made life easier for their clients

Streeter Marshall, a Croydon-based full-service law firm, needed a better way to onboard clients. Their existing process required clients to visit the office for ID and AML checks, which was inconvenient for local clients, difficult for those farther away, and unworkable during the Covid-19 lockdown. They turned to Legl’s digital onboarding and payments platform to improve the client experience.

With Legl, Streeter Marshall enabled clients to complete onboarding, ID/AML checks, and payments online from a smartphone or PC, using a streamlined workflow that reduced the need for manual data entry. The results included faster onboarding, with checks completed in minutes instead of days, less administrative work for staff, and a smoother payment process through online invoice links. Legl helped Streeter Marshall make it easier for clients to instruct and pay the firm while improving operational efficiency.

Streeter Marshall

Robert Peck

Practice Manager