Legl case study: GloverPriest Solicitors

One of the UK’s top 20 conveyancing firms, GloverPriest Solicitors, focusses relentlessly on the client experience.

We speak with Ian Bury, Sales & Marketing Manager at GloverPriest about how Legl has enabled the firm to improve cash flow, increase compliant payments and improve the client experience.

Ian Bury is Sales & Marketing Manager at GloverPriest, and is responsible for a number of initial touch points with clients.

Ian realised that collecting money on account was a key blocker not only to cashflow, but also to client experience: “With our old processes, we were facing the challenge of time delay. We were reliant on clients coming into our office with their ID or to make a payment which could take up to days – if not weeks. We needed to make the process much smoother to maintain an excellent client experience.”

Although originally he was looking for a smoother payment solution, Ian soon realised that Legl could help solve another gap in their onboarding processes: the firm needed to minimise the risk involved with clients having to come into the office to undertake CDD checks in person.

Ian Bury, Sales & Marketing Manager said, “Today, 75% to 85% of our clients complete the identity verification and onboarding steps within one day – a turnover that we have never seen before.”

“We had never really thought about the fact that clients having to come into the office could turn out to be a bottleneck for our business as a whole. Yet with today’s reality of the COVID-19 pandemic and being in lockdown, having to perform in-person ID checks [as part of our onboarding KYC] would have been impossible.” Ian noted that, “We started onboarding clients with Legl, enabling us to go through the process much more effectively. And even though it wasn’t something we had thought we needed at that point, once we gave it a try, we never looked back.”

When asked for the reason why GloverPriest opted for Legl, Ian brings up the intuitiveness and ease of the platform as differentiators that set Legl apart from others.

“We started our partnership on a trial basis, and we immediately found that the product delivered exactly what it promised. It’s so intuitive and straightforward that we can use it with any client and at all times – even older clients.”

After working with Legl a few  months, GloverPriest decided to remove all standard point of sale payment terminals from their offices. “We don’t have card machines anymore – all of our clients are able to make payments online or through the tablets that we have in the offices instead, which is saving us money too.”

The fact that Legl is able to deliver a more personalised relationship is also something that Ian feels has strengthened the partnership. “Rather than having an account manager that changes every other month, I appreciate the one-on-one relationship I have with Legl.”

On a final note, Ian wants to point out the invaluable collaboration that he’s had with Legl. “What’s been key for us is a real partnership as we think about how best to streamline our processes. As Legl continues to grow and develop the things that we need, we will adopt it and continue to develop and grow our firm that way as well.”

Three Reasons to Work with Legl

Increased efficiency
“Today, 75% to 85% of our clients complete the identity verification and onboarding steps within 1 day – a turnover that we have never seen before.”

Ease of use
“The product delivered exactly what it promised. It’s so intuitive and straightforward that we can use it with any client and at all times.”

Improved security
“Legl’s biometric identity solution has not only resulted in a massive reduction in our time spent, but also improved the quality of our security.”

Download the case study

Legl supports client lifecycle management with streamlined client onboarding, automated CDD, efficient payment tools and AML monitoring.