Client Onboarding Form

Thank you for choosing to work with 360 Business Law. Please complete the onboarding form below for each entity we will be invoicing so we can set you up in our systems.

Company Details

Company legal entity name*

Legal ID number/Local tax reference number*

Company VAT number (for UK or EU companies)

D&B (Dun & Bradstreet) number

Finance Department Contact Details

Please provide the following contact details for our primary contact in your finance department.

Full name*

Finance email address*

Phone number*

Invoicing Process

Email address for invoices*

Physical address for invoices*

CITRAS Details

As a client, you can track your active matters through our case management system "CITRAS" client portal. The system can be accessed through your web browser or our iOS / Android mobile applications by searching "CITRAS - 360 Law Group" in the relevant app store.

Please provide us with the following details for each user you wish to have access to this system, 1 user per line (e.g. John Smith, j.smith@smith.com, 07123456789, HR Director, employment only):

• Full name

• Email address

• Phone number

• Job title

• Matter Visibility level*

* should the user have visibility of every case, or restricted to one area of law? If restricted mention the area for example "employment" or if no restriction is required write "all"