Single Client View for Law Firms | Telefónica Tech UK&I

Single Client View

Bring together client, matter, financial and external intelligence into a single client view that helps legal teams make faster, better-informed decisions.

Legal | Data Science and AI Use Case Get Started

Business Challenge

Law firms generate vast amounts of client information every day, but that information is often fragmented across practice management systems, CRM platforms, finance applications, document repositories and external data providers.

As firms grow, understanding the complete picture of a client becomes increasingly difficult. Fee earners may have visibility of active matters but lack insight into billing history, wider client relationships, compliance checks or recent corporate developments. Business development teams may struggle to identify opportunities across existing clients, while risk teams spend valuable time manually gathering information from multiple systems.

Without a true single client view, firms often face:

Client information spread across disconnected systems

Time-consuming client onboarding and due diligence

Limited visibility of firm-wide client relationships

Missed cross-selling and growth opportunities

Manual compliance and risk assessment processes

Inconsistent information available to fee earners

As a result, legal professionals spend more time searching for information and less time delivering value to clients.

How AI Can Help

A Single Client View brings together internal and external data into one secure, governed platform, giving every authorised user instant access to the information they need.

Built on Databricks and powered by AI, the solution combines data from CRM platforms, finance systems, practice management applications and trusted external sources to create a complete picture of every client relationship.

The solution enables firms to:

View every client relationship from a single interface

Combine financial, operational and relationship data in one place

Accelerate client onboarding with AI-assisted due diligence

Screen new clients using Companies House, sanctions screening and adverse media

Identify cross-selling and revenue opportunities across existing clients

Monitor client concentration and commercial risk

Search client information using natural language with Databricks Genie

Generate trusted AI summaries built entirely from governed enterprise data

Rather than replacing professional judgement, AI provides lawyers, business development teams and compliance professionals with faster access to trusted information, helping them make more informed decisions.

Expected Outcomes

Faster Client Onboarding

Reduce the time required to assess new clients by automatically bringing together corporate information, sanctions screening, adverse media and other external intelligence into a single workflow.
Better Customer Intelligence

Provide fee earners and relationship partners with a complete understanding of every client, including financial performance, engagement history, organisational structure and external developments.
Increased Revenue Opportunities

Identify cross-selling opportunities, uncover underdeveloped client relationships and prioritise accounts with the greatest commercial potential.
Stronger Risk Management

Enable consistent, evidence-based client due diligence through governed AI that supports compliance teams with transparent risk assessments and recommendations.
Improved Productivity

Reduce manual research and eliminate the need to switch between multiple systems, allowing legal professionals to focus on delivering value to clients.

Faster Client Onboarding

Better Customer Intelligence

Increased Revenue Opportunities

Stronger Risk Management

Improved Productivity

Legal AI Use Case: Single CLient View

Why Telefonica Tech?

Proven Data & AI Delivery

From data platform modernisation to advanced AI applications, we help firms transform fragmented information into governed, business-ready intelligence that supports fee earners, compliance teams and business development professionals.

Built on Trusted Legal Data

Our solutions combine practice management systems, CRM platforms, finance applications and external legal intelligence into a secure, governed platform, ensuring AI insights are transparent, auditable and based on trusted enterprise data.

Accelerated Time to Value

Using proven delivery methodologies and reusable accelerators, we help firms rapidly deploy a single client view while reducing implementation risk and accelerating business outcomes.

Security and Governance by Design

Client confidentiality is fundamental within legal services. Our solutions are designed with robust governance, role-based access controls and enterprise-grade security to help firms protect sensitive information while enabling responsible AI adoption.

Long-Term AI Partnership

We support firms beyond implementation through knowledge transfer, optimisation and ongoing innovation, helping legal teams continue to evolve their AI capabilities as business priorities change.

In Partnership with Databricks

Book a Tailored Single Client View Demo

Book a tailored demonstration to see how AI brings together client, financial and external intelligence into a single client view for your firm.

During your personalised demonstration, you’ll see how the platform can:

Accelerate new client onboarding and due diligence
Screen prospective clients using trusted external intelligence
Provide a complete view of client relationships and commercial performance
Identify cross-selling and business development opportunities
Search enterprise data using natural language with Databricks Genie
Generate AI-powered client summaries grounded entirely in your firm’s data

Every demonstration is tailored to your firm’s priorities and existing technology.

Book your demo now

Commonly Asked Questions

What is a Single Client View?

A Single Client View brings together information from multiple systems into one unified profile of every client. Rather than searching across CRM platforms, finance systems, practice management applications and external data sources separately, legal professionals can access all relevant information from a single interface.

What systems can be integrated?

The solution can integrate with practice management systems, CRM platforms, finance systems, document management solutions, Microsoft applications and external data providers such as Companies House, sanctions screening services and adverse media platforms. It can also connect to existing data platforms built on Databricks or Microsoft Azure.

How does AI improve client onboarding?

AI automates many of the manual steps involved in client due diligence by gathering information from trusted internal and external sources, summarising findings and highlighting potential risks. This enables compliance teams to make faster, better-informed decisions while maintaining professional oversight.

Can the platform identify new business opportunities?

Yes. By combining client relationships, financial performance, engagement history and external intelligence, the platform helps firms identify cross-selling opportunities, prioritise key accounts and uncover clients with significant growth potential.

How quickly can a Single Client View be implemented?

Implementation depends on the number of systems being integrated and the maturity of your existing data platform. Using our proven delivery approach and reusable accelerators, firms can begin realising value significantly faster than with traditional bespoke projects.

Legal professionals using a Single Client View platform to access complete client information and collaborate on case management.

Build a Single Client View with AI

Lawyer reviewing client information using a Single Client View platform to deliver personalised legal services.

Ready to Transform Client Intelligence?

Give your lawyers, compliance teams and business development professionals a complete understanding of every client.

Book a personalised demonstration to discover how AI-powered Single Client View can help your firm improve client onboarding, strengthen risk management and uncover new growth opportunities through trusted, governed data.