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The Onboarding Summit 2022

Helping law firms deliver brilliant client onboarding in the digital age

The newest and most exciting legal industry event

Join leading legal, compliance, and technology experts for a morning of informative virtual seminars and panels to examine current and future developments in client onboarding.

The Onboarding Summit has been created by InfoTrack to address the growing demand for information and leadership around client onboarding for law firms. 

We’ll be looking at Client Onboarding from three angles: Risk & Compliance, Client Experience, and Business Benefits. There will be seven expert-led sessions where industry leaders, technology providers, and practising solicitors will present and discuss the hottest topics in this area. The event will cover:

  • Breaking down the technology that every firm needs for onboarding, including digital ID verification
  • Exploring best-practice to deliver better client experiences
  • Understanding how to unlock business benefits for your firm

Date: Wednesday 23rd February 2022

Time: 8.30am - 2pm

Location: The Law Society - hosted virtually

Agenda and speakers

Sessions from legal industry experts including Amy Bell of Teal Compliance, The Law Society, Rob Hailstone of Bold Legal Group, and law firms including Bell Lamb & Joynson, Adkirk Law, Lucas & Wyllys, and more, will cover the most pressing queries law firms face with client onboarding.

Discover the technology solutions available and how to leverage them in your firm to reduce risk, increase productivity, and deliver exceptional client experiences in 2022.

  1. Digital verifications: understanding the tech
  2. Onboarding, compliance and AML explained
  3. Great onboarding experiences: Feedback from the frontlines of customer support
  4. Accelerate client onboarding with upfront information and grow your business
  5. Integrating onboarding into your CMS
  6. Better onboarding: learning from leading law firms 
  7. Digital onboarding: where we are now and where we’re going
Register your interest

Stay up to date with the latest agenda additions, speaker announcements, and event details by registering your details in this form.