By Legal Futures Associate Lawtech Sofware Group
When Fenton Elliott Solicitors, a specialist Employment and Family law firm, found themselves struggling with inefficient processes around client data collection and time-consuming compliance procedures, they knew they needed a change. The firm, established in 2020 and serving clients across the UK, was looking for a solution that would maximise their operational efficiency while maintaining rigorous compliance standards.
“We had tried various ways to ensure all compliance aspects of obtaining ID were addressed,” explains Julie Taylor, Employment Partner at Fenton Elliott. “But a move to a new case management system prompted a significant review of this.” That review led them to discover the powerful integration between Verify 365 and Clio Manage, a partnership that would transform their client onboarding process and dramatically improve their team’s processes.
A seamless integration for modern law firms
The integration between Verify 365 and Clio Manage represents a significant advancement in legal technology efficiency. The system eliminates traditional bottlenecks by allowing law firms to initiate AML verifications directly from their matter files within Clio. Client details automatically sync between the platforms, eliminating the need for duplicate data entry and reducing both the risk of errors and wasted administrative time.
What sets this integration apart is its comprehensive approach to streamlining compliance. When a verification is initiated and the client completes the biometric check through the app the verification reports are automatically stored back in the original matter file, creating a seamless audit trail and saving valuable time previously spent on manual documentation.
Transformative results at Fenton Elliott
Since implementing the integrated solution in July 2023, the impact on Fenton Elliott’s operational efficiency has been remarkable. The firm has efficiently processed over 650 verifications, with 97% focusing on ID and address verification. But the numbers only tell part of the story.
“Verify 365 has removed what was once a friction point in being able to commence work and turned this into an efficient part of our client onboarding processes,” shares Julie Taylor. “The app is easy for our clients to use and has provided a straightforward solution to the ID requirements.”
The enhanced integration has delivered multiple efficiency gains to Fenton Elliott’s practice including improved quality compliance reports, increased ability to onboard clients as well as continued, supported growth. As Julie Taylor notes, “It has freed up time for our lawyers to be able to get to work more quickly for new clients.”
The future of legal practice efficiency
The success story of Fenton Elliott demonstrates how the right technology integration can transform a law firm’s operational efficiency. The combination of Verify 365’s robust compliance platform with Clio’s comprehensive case management system creates a foundation for efficient, compliant, and scalable growth.
“We would certainly recommend Verify 365 to any firms looking to find a quick and easy way to support compliance and ID requirements,” concludes Julie Taylor. “The efficiency gains have been transformative for our practice.
Want to learn more about how Fenton Elliott transformed their practice efficiency with Verify 365 and Clio?
Download the full case study here!
