Delight clients with faster,
more efficient onboarding
Move from instruction to action without delays. Instead of chasing information, managing documents manually or rekeying data, everything is captured, verified and pushed straight into the system.
Improve the experience
Send clients a simple, secure web form that feels as easy as completing a Google Form.
Clients can provide key details, upload documents and share ID such as passports or driving licences all in one, easy to use place.
Data straight into the matter
Information provided by the client flows directly into Tessaract.
No manual entry. No duplication. Just clean, structured data ready to use from the moment the matter is opened.
Keep client details up to date
Need to refresh KYC information? Send a secure link and let clients update their details quickly.
Updates flow straight back into the system, helping you maintain accurate, compliant records without chasing.
Connected compliance, built into onboarding
Tessaract supports your KYC and onboarding processes while keeping the experience simple and efficient. Tessaract integrates with leading providers including SmartSearch, Thirdfort, InfoTrack and Legl, helping firms complete identity verification and compliance checks without switching systems. The result is a compliant, efficient onboarding process with less admin and a better client experience.
Ready to streamline onboarding?
See how Tessaract helps you reduce admin, improve compliance and get matters started faster.
See all that you can accomplish
with Tessaract
Legal tech insights from the Tessaract team

Can your law firm grow without adding more operational pressure?
Growth is firmly on the agenda for mid-size UK law firms. According to Mind the Delivery Gap, our research completed in partnership with LPM. 44% expect moderate organic growth, 33% are pursuing geographic growth and 20% anticipate growth through mergers and acquisitions.
Mike Hinchliffe

Does legal practice management software need accounting?
When law firms replace their legal practice management software, accounting is increasingly becoming part of the same conversation. Our recent discussions with law firm buyers show firms looking for systems that combine practice management, legal accounting, billing and client money management, rather than treating finance as a completely separate technology decision.
Cherilyn Tan

Mid-size law firms flock to the cloud: Why cloud native software is now your best bet
The legal sector is entering a new phase of digital transformation. What was once considered a gradual shift toward cloud technology has now become a clear industry movement.
Mike Hinchliffe

What is legal practice management software and what should it actually do?
Choosing legal practice management software is one of the most important technology decisions a law firm can make. Yet many firms still evaluate systems based on feature lists alone.
Beth Crease

Is technology becoming a deciding factor for potential employees?
Recruiting and retaining talent remains a persistent challenge for mid-size law firms. They are competing with larger firms that can often offer higher salaries, structured career progression, and more established remote working options.
Mike Hinchliffe

What processes are mid-market law firms automating and where should you start?
One of the greatest benefits of modernising your practice management software is the ability to automate more processes across your firm. Automation helps streamline operations, eliminate workarounds, and reduce manual tasks that otherwise occupy fee earners and support staff’s precious and often, expensive time.
Mike Hinchliffe

Building the perfect tech ecosystem: Why a best-of-breed stack often beats the all-in-one myth
It’s easy to understand the appeal of the one ring to rule them all software: one partner, one login, one support contact, one magic piece of kit that delivers everything you ever wanted…
Mike Hinchliffe

The hidden cost of workarounds. How legacy legal practice management systems are quietly holding your law firm back
A workaround is a temporary fix to a process that's been used by permanent staff for years. It’s when three systems, two spreadsheets and a very patient person do the job of one piece of software.
Robin Davies

Beyond features: How to choose legal practice management software that delivers real outcomes
When it’s time to choose a new Practice Management System (PMS), it’s tempting to start with a checklist of features. Every demo looks impressive, every vendor promises the world — and before long, you’re comparing dashboards instead of results.
Robin Davies

Is your legal Practice Management Software holding your SME law firm back? 16 questions to make sure your PMS is pulling its weight
Before diving headlong into new legal practice management software, it’s probably a good idea to first gauge if your PMS is in line with modern standards and expectations to highlight any glaring challenges worth worrying about.
Robin Davies