R&M Consultancy

Accelerate Client Onboarding

R&M Consultancy

Full 360 Client Service

Business Process Outsourcing

Our dedicated team works without distraction, permitting the outsourcing of business processes and enabling fee earners to quickly start recording time against the client file.

System and process expertise enable faster turnaround times whilst strictly complying with a firm’s client onboarding policies. We use fully auditable and standardised processes to open files in the way that risk teams require, every time, ensuring compliance and safeguarding.
Tailored to each client’s requirements, we can deliver:

• Supporting new client and matter inception

• Preparing file information sheets and matter checklists

• Anti-money laundering and conflict checking admin

• Data entry into client CMS

• Conflict checking

• Basic, normal, and enhanced client due diligence

• Online client verification

• Creating letters of engagement

• Data capturing and reporting

• Filing of pre-matter documents on CMS


There are multiple benefits utilising our services and the outcomes we achieve are a direct result of the effort we invest on our clients behalf.

Risk Control

Risk Control

Risks and weaknesses in onboarding process mitigated by thorough reviews, bespoke process design and techcnical infastructure
Data Integrity

Data Integrity

Our strict data policies and protocol adherence ensures the reliability and trustworthiness of data throughout its lifecycle.
Efficient Onboarding

Efficient Onboarding

Consistent, logical and well communicated service delivery reduces the onboarding process completion times

Full 360 Service Package

By combining R&M legal marketing services plus a cohesive strategy with our client onboarding and management solution, our clients obtain the best outcomes because it leverages the maximum amount of value from every marketing activity. It’s like having your own in-house marketing and customer service department for a fraction of the cost and none of the liabilities associated with a handful of employees.


We offer free, no obligation initial consultations.

R&M Consultancy Ltd

5000 Lakeside . Cheadle . SK8 3GQ

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