Over the last decade, client expectations have shifted immensely. Outdated onboarding workflows are now costing conveyancers time and trust. So, what should onboarding look like today? How is customer onboarding changing? The conveyancing landscape is being shaped by mounting pressures: rising client expectations, evolving compliance demands, and increasing competition from tech-enabled firms. At the centre […]
The buyer’s guide to digital verification checks
Using robust digital onboarding and verification solutions helps to mitigate risk, automate operations, and produce a seamless client and customer experience from the outset. In this buyer’s guide, we outline some of the core benefits and main considerations of choosing digital onboarding. 1. What is digital onboarding and verification? Digital onboarding and verification is the […]
Case Study: How Harris & Harris streamlined its compliance
About Harris & Harris Harris & Harris is a highly respected legal firm, known for its dedication to excellence in client care, staff development, and risk management. It holds the internationally recognised Lexcel Quality Mark since 2004 and became one of the first to adopt the Law Society Conveyancing Quality Scheme (CQS). Its commitment to […]
How to meet safe harbour guidelines
Safe harbour is a legal safe zone that shields you from trouble in certain situations. In the world of property transactions, getting safe harbour status is like safely steering through dangerous waters into a calm bay. Here, the risks of facing claims for identity fraud and impersonation are left behind in the stormy sea. In […]
What’s the difference between KYC and KYB?
There is a vital set of practices all entities must adhere to, whether they’re big banks or burgeoning startups. Those practices are called Know Your Customer (KYC) and Know Your Business (KYB). But what exactly are these concepts, and why are they so crucial? Let’s decipher these compliance codes together, without rattling your brain with too much […]




