Our next major release, OneLaw version 4.4, brings your firm's customer due diligence (CDD) into one place. The new CDD hub shows each Client's status, so you can see what's complete and what still needs attention.
Join us to see the new features and what to expect before you update to version 4.4.
What we'll cover:
- The new CDD hub
- The new Party creation workflow
- Bulk electronic identity verification (EIDV)
- The new Practice Settings
- Time for your questions
When:
Tuesday, 10 November 13:00 – 13:45
Where:
Register here and join via Microsoft Teams
Facilitated by:
Shelly Robinson, Product Owner, OneLaw
Robyn Smillie, Customer Success Manager, OneLaw