Case study · Legal · Client onboarding
InMyNameKYC: a new client verified, checked, signed and paid in one flow on their phone
InMyNameKYC is a client onboarding platform for UK law firms. A new client verifies their identity, passes anti-money-laundering checks, signs the engagement letter and pays on account, all from one link. We built the platform, on the web and on mobile.
- Client
- InMyNameKYC, United Kingdom
- Industry
- Legal
- Users
- UK law firms, from sole practitioners to firms with more than 20 fee earners
- What we built
- The onboarding platform, on the web and on mobile, under each firm's own branding
- Connected services
- Entrust for identity checks, DocuSign for signatures and GoCardless for Direct Debit
- Status
- Live
- 4steps in one flow: identity, due diligence, signature and payment
- 3outside services connected: Entrust, DocuSign and GoCardless
- 500+UK law firms, as InMyNameKYC states on its own site
- 5 daysof manual onboarding that the product is built to replace, as InMyNameKYC states
The last two figures are InMyNameKYC's own published figures.
The problem
Before a law firm can act for a new client, it has to confirm who they are, check them against anti-money-laundering rules, get an engagement letter signed and take payment on account. Done by hand, that means paper forms, office visits, separate tools for each step and a lot of chasing. InMyNameKYC puts the time for this at five days.
What we built
One link, no password.
The client opens a link on their phone. They can stop part-way and come back, and reminders bring them back if they do not.
Identity checks on a phone.
The client photographs their document and their face. The checks run through Entrust, with no paper forms and no office visit.
Due diligence with a report for the file.
Anti-money-laundering checks and risk scoring run automatically, supported by AI, and produce reports for the firm's compliance file.
Signature and payment in the same flow.
The client signs the engagement letter through DocuSign and sets up a one-time Direct Debit through GoCardless before they leave.
Each firm's own branding.
The platform is white-label, so a client sees the firm's name, and each firm gets a supervisor account and user accounts for its team.
A new client, from link to ready
What the firm keeps control of
- A record of everything. Every check is logged and stored, ready for an audit.
- Its own accounts. The firm holds its own DocuSign and GoCardless accounts, and the platform works through them.
- Its own team. A supervisor account oversees the firm's users.
- Its own name. Clients deal with the firm's branding throughout.
Results
| Before | Now |
|---|---|
| Paper forms and office visits | Identity checks on the client's phone |
| A separate tool for each step | One flow for identity, due diligence, signature and payment |
| Staff chasing clients to finish | Automatic reminders |
| Checks filed by hand | Every check logged for the compliance file |
InMyNameKYC describes onboarding as taking minutes, against five days done by hand.
Under the hood: stack and compliance
Stack: React on the web, React Native on mobile and Node.js on the server.
AI: used for due diligence and risk scoring.
Practice areas served: conveyancing, litigation, family and commercial work.
Compliance: InMyNameKYC describes the platform as SRA aligned, GDPR compliant and UK-hosted. Those statements are the company's own.
Is client onboarding still done by email and PDF?
Tell us how a new client gets from first contact to a signed engagement today on a 30-minute call. You leave with a plan and a cost, in writing.
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