Solution
Professional Services
Perform KYB checks on business clients, confirm authorized representatives, and execute engagement letters and service agreements with verified identity on record.
What is Professional Services?
For professional-services firms, WeVerify runs KYB checks on business clients, confirms authorized representatives and executes engagement letters and service agreements with verified identity on record, so client work begins on a defensible footing.
Why teams choose WeVerify for professional services.
Qualify clients before kickoff
Use entity and ownership checks to reduce engagement surprises.
Standardize due diligence
Run AML and media screening with consistent decision criteria.
Speed contract readiness
Move from validation to signature with fewer manual loops.
Qualify business clients before work begins.
Run entity and ownership checks alongside authority verification to reduce engagement risk. Company intelligence checks support faster decisions and cleaner service agreement execution with verified counterparties.
Verification and signing built for client engagements
Client intake verification
Capture business and representative details and confirm authorized signers at intake.
Due-diligence checks
Run KYB, AML and media screening with consistent decision criteria, scaled to the engagement threshold.
Engagement documents
Generate and route engagement letters and service agreements for sign-off with verified identity on record.
The WeVerify automated flow
From initial contact to audit-proof record in under 60 seconds.
- 01
Start client intake
Capture business and representative details.
- 02
Perform due-diligence checks
Run KYB and authority controls as the engagement threshold requires.
- 03
Prepare engagement documents
Generate and route agreements for sign-off.
- 04
Close with complete record
Retain signed and verified package for legal and procurement teams.
Outcomes
What changes after WeVerify.
- Quicker client intake before engagement work begins
- Improved signer-authority confirmation for service agreements
- Complete engagement evidence for legal and compliance review
Pairs well with
Build the rest of the journey.
Legal
Authenticate all signing parties, validate business entities, and automate the full contract lifecycle from identity verification through to qualified signature execution with a complete audit trail.
Vendor & Procurement
Onboard and verify suppliers, contractors, and vendors with business verification and authority checks, then execute procurement contracts with qualified signatures and clear evidence.
HR & Hiring
Verify candidates and employees before onboarding with identity and business checks, then issue signed employment contracts with reusable verified identity on file.
Professional Services: questions answered
Can we verify client entities before engagement letters are signed?
Yes. KYB and authority checks can be completed before issuing engagement or service agreements.
Can client onboarding be standardized across service lines?
Yes. Reusable templates and workflows help keep intake and signing consistent across teams.
Can teams access a clear history of verification and signing?
Yes. Each case retains a traceable timeline of checks and signed documents for governance and review.
Get started
Put WeVerify to work in professional services.
Create an account and go live today. Every new account gets €100 in free credit, pay-as-you-go after that. No tool-juggling, no setup fees.