LegalStacks features for modern law firms
Client onboarding, FICA/KYC compliance, document collection, and consultation tools — purpose-built for South African legal teams. Simple. Fast. Secure.
Effortless KYC & FICA
Built-in company and individual searches, verification, risk assessments, and compliance-ready reports.
Learn more →One workspace
Keep onboarding, compliance, consultation records, and client files in one premium workspace.
Consultation tools
File notes, timers, recordings, transcriber, and calculators linked to client records.
Learn more →Structured workflows
Consistent FICA and KYC capture, reports, and supporting documents across your firm.
Compliance ready
Firm-specific risk management and compliance workflows aligned with South African AML requirements.
Learn more →Advanced automation
Auto-transcribe consultations, save video and audio to client files, and maintain a paperless process.
Business onboarding
Company details, directors, beneficial ownership, KYB reports, and organograms in one workflow.
Learn more →Trust onboarding
Trust deeds, trustees, beneficiaries, and related compliance in a dedicated workflow.
Learn more →Client document collection
Branded secure portals with upload tracking, e-signatures, and reviewer queues.
Learn more →Less paperwork. Better client onboarding.
Stop overwhelming clients with long forms, repeated questions, and endless document requests. LegalStacks gives your firm a secure, structured way to collect client information, supporting documents, and signatures in one streamlined workflow.
Designed for law firms that need simple, compliant, and accurate client onboarding — from first consultation to FICA forms, KYC questionnaires, and supporting documents.
Business onboarding
- KYB report
- Beneficial ownership and organogram
- Director and company detail capture
- Client document upload directly to file
- Adverse news and risk reporting
Individual & trust onboarding
- KYC and FICA reports
- Effortless data capture
- Electronic signatures
- Electronic verification
- Supporting document collection
User-friendly for clients
- Secure portal link for data capture and document upload
- Electronic signing of FICA and KYC forms
- FICA and KYC packs generated in seconds
- Less paperwork and fewer repetitive questionnaires
Operational consistency
- Cleaner records
- Less back-and-forth email
- Stronger audit trail
- Easier internal review
Ready to modernise your client onboarding?
Start your free trial or book a demo to see LegalStacks in action.