Karli 4 Onboarding
Karli manages the entire onboarding process, from the initial enquiry through to case creation.
The Challenge of Onboarding
Onboarding a new client or matter can be time-consuming. Firms spend time checking and retrieving information, re-entering the same data into multiple systems, sending internal emails to chase missing details, and remembering to follow up on tasks such as Client Care Letters or AML checks. This creates inefficiencies and delays that impact both clients and Fee Earners.
How Karli Supports Onboarding
Karli manages the end-to-end onboarding journey so that these tasks are handled consistently and efficiently.
– Conversational data collection — Karli communicates internally with Fee Earners and externally with prospective clients in a conversational manner to gather all required information.
– Automated checks — It reviews internal systems for conflicts, initiates AML and KYC checks with third-party providers, and monitors responses.
– Human oversight when needed — If something unusual is identified or additional clarification is required, Karli pauses and requests input from a Fee Earner before continuing.
– Compliant, efficient, cost-effective — The result is that every onboarding is completed in a compliant, efficient and cost-effective way, reducing the time, effort and expense normally associated with this process.
Karli also streamlines risk assessments by gathering and updating information, intelligently scoring risk levels, and alerting management to high-risk cases.
Why Onboarding with Karli Matters
By automating the administrative work involved in onboarding, Karli allows firms to complete the process more quickly, more consistently, and with full compliance. It ensures that client and matter onboarding becomes a smooth, joined-up experience that reduces overheads and maintains regulatory standards.
How Onboarding Fits Within Karli
Onboarding is part of Karli’s wider role as an AI legal assistant. Together with Karli for Enquiry Management and Karli for Risk Management, it creates a seamless workflow — from the moment a new enquiry is made through to risk checks and case creation.
– Karli for Enquiry Management intercepts and triages incoming enquiries.
– Karli for Risk Management supports risk assessment and alerts during onboarding and matter initiation.
Karli 4 Risk
Karli streamlines risk assessments by gathering and updating information, intelligently scoring risk levels, and alerting management to high-risk cases, ensuring compliance and efficiency.
Karli 4 Enquiries
Karli intelligently intercepts and triages incoming enquiries, ensuring they are acted upon and converted into chargeable cases.
