For firms using a third-party AML provider for client onboarding, our API facilitates the seamless transfer of captured information to LegalOffice.
The Imports tab displays details of new clients who have completed the AML process with the third-party provider. This information can then be used to create a new client record or update an existing one in LegalOffice.
Read more about importing client information here Add a Client using information received from a third party – LegalOffice User Guides