MATTER INTAKE
Legl and Litera Link Client Onboarding With Matter Management for UK Law Firms
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Legl and Litera will connect client onboarding, compliance and payments with matter-management workflows under a strategic partnership announced on Sept. 15. The arrangement targets UK law firms seeking fewer manual handoffs between front-office client processes and the Microsoft-based systems used to run matters. It also reflects a broader push to embed legal AI and automation in operational work, not only in drafting or legal research.
The partnership follows requests from firms already using both platforms. Legl handles intake, due diligence, anti-money-laundering checks, ongoing compliance and cash collection, while Litera Matter Management manages matter inception and related workflows. Their customer overlap gives both companies a route into accounts that may already have the technology footprint needed for a connected process. The timing is significant as UK firms prepare for the Financial Conduct Authority’s expanded role as AML supervisor and reassess how compliance controls are delivered and documented.
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