A Smarter Approach to Law Firm Management: How Fenton Elliot uses Clio and Verify 365 Integration

Fenton Elliott

Fenton Elliott Solicitors, founded in 2020 by Simon Fenton, specialises in employment and family law. With over 50 years of combined experience, they provide pragmatic, commercially-minded legal advice to clients across the UK, including SMEs and multinationals.

As a growing firm, Julie Taylor, Managing Partner, explained how they faced challenges with inaccurate data and inefficient onboarding. Compliance with SRA regulations and AML checks was a key concern, prompting a review of their workflows. To address this, they implemented Clio’s case management system alongside Verify 365 for AML and KYC checks, automating their onboarding process and improving compliance accuracy.

How Clio helped

Efficient and Comprehensive Case Management system

Clio Manage makes running your firm, organising cases, and collaborating with clients from one place possible.

Read about case management in Clio

Instant ID Verification with Verify 365 Integration

Since integrating Clio and Verify 365, Fenton Elliott has transformed their workflow, improving report accuracy and speeding up client verification processes. Over 650 checks have been completed since July 2023, with 97% involving ID and address verification. The firm is now able to meet complex compliance requirements efficiently and maintain their SRA and HM Land Registry standards. This streamlined system allows them to focus on core legal work and drive growth.

Read about Clio’s integration with Verify 365

Impact

The Clio and Verify 365 integration has not only improved Fenton Elliott’s compliance procedures but has also boosted operational efficiency. By automating tasks like KYC and KYB checks, the firm can onboard clients faster and allocate more time to legal work. This case demonstrates technology’s significant positive impact on a law firm’s operations, allowing for enhanced due diligence, regulatory compliance, and improved client service.