Karli for Onboarding
Turn a qualified enquiry into an onboarded client — automatically.
Once Karli has qualified an enquiry, it keeps going. It collects the information your firm needs, runs the checks, drafts the engagement letter, and creates the matter in your case management system. No re-keying. No chasing. No gaps.
The problem
Onboarding eats time your fee earners don’t have.
Onboarding a new client or matter should be straightforward. In practice, it rarely is. Firms spend time checking and retrieving information, re-entering the same data into multiple systems, sending internal emails to chase missing details, and following up on tasks like Client Care Letters and AML checks.
This creates inefficiencies and delays that impact both clients and fee earners, and leaves gaps that can become compliance risks.
How it works
Karli manages every step — consistently, every time.
From the moment an enquiry is qualified, Karli runs the onboarding process end to end. Each step is structured, logged, and connected to the next.
Conversational data collection
Karli gathers all required client and matter details through a natural conversation, with no lengthy forms and no back-and-forth email chains.
Automated compliance checks
Conflict checks run against your CMS. AML and KYC triggered with your existing providers. Results logged automatically to the file.
Human oversight when needed
If anything unusual is flagged, Karli pauses and routes to a fee earner before continuing. It assists. It never decides.
Client care letter & sign-off
Karli drafts and sends the engagement letter, collects the client signature, and holds the process until it's returned.
Matter created in your CMS
Once all steps are complete, Karli creates the matter directly in your case management system. No re-keying. No duplication.
The completed matter lands in your CMS, fully documented, compliant, and ready for the fee earner to begin work.
See Karli in action
How Karli transformed Tom’s onboarding.
Watch how Karli takes a qualified enquiry all the way through to a fully onboarded client — collecting information, running checks, and creating the matter — without the fee earner lifting a finger until it counts.
Why it matters
What changes when onboarding runs itself.
Watch how Karli takes a qualified enquiry all the way through to a fully onboarded client, collecting information, running checks, and creating the matter, without the fee earner lifting a finger until it counts.
Onboard faster, with less effort
Karli handles data collection, chasing, re-keying, and reminders automatically, so your team spends its time on chargeable work, not onboarding admin.
One record, captured once
Everything collected during onboarding flows directly into Kyanite and your CMS. No duplication. No transcription errors. No missing information.
Compliance built in from the start
Every step is logged, every check is triggered, every document stored. Your firm has a complete audit trail without anyone having to create it manually.
Handle more matters with the same team
When onboarding is automated, capacity increases without headcount. Firms handle significantly more new matters with the same fee earner resource.
A better experience for new clients
A fast, well-organised onboarding process signals professionalism from day one. Clients aren't chased for information they've already provided.
Works with the systems you already have
Karli connects with your existing CMS and AML providers. No need to replace anything, it sits alongside your current workflow and makes it run better.
See it in action
Karli’s onboarding dashboard
Every matter tracked, every step completed, every check logged — all in one place.
Continue the journey
Onboarding is one part of a connected workflow.
Karli for Onboarding works as part of a seamless end-to-end process, from the moment an enquiry arrives through to case creation and risk sign-off.
Capture and qualify every enquiry before onboarding begins.
Karli intercepts enquiries from your website, email, and phone, qualifying them instantly and handing a structured brief to your fee earners before the onboarding process starts.
Explore enquiry managementConsistent, compliant risk assessment at every onboarding.
Karli automatically collects risk data, scores each matter against your firm's policy, and flags high-risk cases for senior review, running alongside the onboarding process.
Explore risk management
