Simplify Client Onboarding with uLaw’s Client Portal and Virtual Verification

Onboarding new clients shouldn’t feel like a full-time job. At uLaw Practice, we understand that the first step in working with a new client—collecting information, verifying their identity, and meeting regulatory obligations—can take up valuable time that could be spent on billable work.

That’s why we created a smarter, more streamlined way to onboard clients, combining our Client Portal and Virtual Verification features.

✅ Save Time. Boost Accuracy. Stay Compliant.

With uLaw’s Client Portal, you can invite clients to fill out their own intake forms—accurately and securely. Since the information comes directly from the client, you minimize errors and reduce back-and-forth communication.

But here’s where it gets even better:

Thanks to LSO regulations, identity verification is now mandatory during onboarding. uLaw recognizes this requirement and automatically initiates Virtual Verification, including Facial Accreditation, right after client details are submitted. You receive real-time status updates every step of the way—no guesswork, no waiting.

And once everything’s complete?

You can log this as a disbursement in uLaw, ensuring you’re reimbursed for the cost of Virtual Verification—fully traceable and compliant.

⚙️ How to Set It Up in uLaw

It only takes a few minutes to enable this entire workflow:

1. Go to Settings → Contacts to configure your preferences.
2. Enable Client Portal.
3. Create a secure, 16-character password for client access and store it safely.
4. Turn on Virtual Verification and enable Facial Accreditation.

And that’s it—you’ve just saved yourself hours on client onboarding.

💡 Why This Matters

Lawyers are juggling more than ever, and administrative overhead shouldn’t get in the way of practicing law. By automating the onboarding process while staying compliant with LSO requirements, uLaw helps you focus on what matters: your clients.

If you’re ready to modernize your practice and stop wasting time on repetitive admin tasks, this is your sign.

👀 Want to see it in action?

Book a demo and learn how uLaw can save you time, improve accuracy, and keep your practice compliant—all from one platform.

👉 Book a Demo

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