For Lawyers & Legal Practitioners

Client due diligence
for legal practices

Verify clients for property transactions, trust work, and client account management. Tranche 2 compliance made simple. July 1, 2026 deadline.

AUSTRAC compliant
Trust account monitoring
Entity + UBO verification

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Built for legal practices

Fast client verification for property, trust, and corporate matters. Track compliance across all designated services.

Matter-based tracking

Group verifications by matter reference. Track buyers, sellers, guarantors, and entities for each transaction. See who's verified, who's pending.

Trust account compliance

Verify clients before accepting funds into trust. Monitor ongoing while funds are held. Auto-complete when matter closes and funds disbursed.

Professional indemnity

Audit-ready compliance records. All verification docs, risk assessments, and logs stored for 7 years. Downloadable packs for law society audits.

When verification is required

Designated services for lawyers under Tranche 2

Property transactions

Acting for buyers or sellers in real property transactions. Includes conveyancing, settlement, and property transfers. All parties must be verified.

Company and trust formation

Establishing companies, trusts, partnerships, or other entities. Includes all directors, shareholders, trustees, and beneficial owners.

Trust account management

Holding client funds in trust accounts. Verification required before accepting funds. Ongoing monitoring while funds are held.

Nominee and trustee services

Acting as nominee director, shareholder, trustee, or in similar fiduciary capacities. Providing registered office or business address services.

High-value transactions

Large property deals, complex structures, or transactions involving high-risk jurisdictions. Enhanced due diligence may be required.

Most legal services are NOT designated services

Litigation, dispute resolution, family law, wills and estates, employment law, and general legal advice typically do NOT require AML verification unless combined with designated services above.

Professional indemnity and compliance

AML/CTF breaches may not be covered by professional indemnity insurance. Penalties: up to $27.5 million civil or 10 years imprisonment. Protect your practice — verify now.

Common questions

Everything lawyers need to know about Tranche 2

Protect your practice

Start verifying clients now. Be ready for July 1, 2026.