Client Onboarding

Client onboarding is a critical first step in any conveyancing process, setting the foundation for a successful and compliant transaction. At My Legal VA, we ensure this process is seamless, professional, and efficient, helping your firm leave a lasting positive impression on clients while meeting regulatory requirements.

What We Offer

1. Sending Terms of Engagement and Fee Estimates

Our virtual assistants handle the preparation and delivery of your terms of engagement, ensuring they are tailored to your specific client needs. We also prepare clear and accurate estimates of fees and disbursements, providing transparency to your clients from the outset. By managing this vital step, we help your firm maintain professionalism and build trust with clients.

2. AML Checks

Compliance with anti-money laundering (AML) regulations is essential in conveyancing. Our team conducts thorough AML checks, including verifying client identities and screening for any potential risks. This ensures your firm stays compliant with UK regulations while safeguarding against financial crimes.

3. Conflict Checks

Avoiding conflicts of interest is crucial in maintaining ethical and legal standards. Our virtual assistants perform detailed conflict checks, reviewing all relevant information to identify and flag any potential issues. This allows your firm to proceed with confidence, knowing all necessary precautions have been taken.

  • Accuracy and Compliance: We ensure all processes adhere to UK legal standards, reducing the risk of errors or regulatory breaches.
  • Efficiency: By managing time-consuming onboarding tasks, we help your team focus on delivering exceptional legal services.
  • Professionalism: Our team works seamlessly as an extension of your firm, upholding your reputation and ensuring a positive client experience.

Contact Us

Ready to streamline your client onboarding process? Let My Legal VA handle the administrative details, so you can focus on what you do best. Contact us today at info@mylegalva.uk to learn more about our services or schedule a consultation. We’re here to support your firm’s success every step of the way.