Client Onboarding Form

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

Company Details

Company legal name*

Legal ID number*

Company VAT number*

Local Tax Identification Number

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*

Phyiscal 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"