Conflict searches are slow
Someone searches several systems by hand, and the result is a note in an email.
All solutions
Legal and professional services
Client onboarding from enquiry to engagement.
Every new client means a conflict search, identity checks and an engagement letter before the real work starts. Kiln runs those steps in order, so a new matter opens in hours instead of days.
Today
How the work runs now. And why it is slow.
KYC is chased by email
Identity documents arrive in pieces, and nobody is sure what is still missing.
Letters are rebuilt each time
Engagement letters are copied from the last one, with the risk of the wrong terms going out.
With Kiln
How Kiln runs it. Step by step.
- 1
Capture the enquiry
A new enquiry in HubSpot or your website form starts the workflow.
- 2
Check for conflicts
Kiln searches your matters and contacts and flags anything a partner needs to see.
- 3
Verify the client
Identity and business details are checked, with reminders for anything still outstanding.
- 4
Engage
The engagement letter is generated from your template and sent, and the matter opens when it is signed.
Connected
Works with what you run.
Kiln connects to the systems legal and professional services teams usually use. Nothing is replaced and nothing is migrated.
- HubSpot
- Microsoft Outlook
- Microsoft SharePoint
- Microsoft Word
- Practice system
- Identity checks
More in legal and professional services
Other processes we automate.
- Client onboarding
- KYC and AML checks
- Engagement letters
- Conflict checks
- Matter closing
What changes
Less chasing. More done.
Matters open sooner
The steps before engagement run in order without anyone chasing them.
Conflicts never skipped
Every new client is searched the same way, and the result is kept.
The right letter every time
Engagement terms come from your approved template, not the last file.
Next step
Tell us your automation problem. We'll help you solve it.
The approval that lives in someone's inbox, the report rebuilt by hand every month, the spreadsheet nobody wants to touch. Describe it in a sentence or two. We'll come back with how we would run it in Kiln, connected to the systems you already use.