Acquisition oversight
Review lead-source transparency, marketing approval processes, partner monitoring and escalation routes.
Practical governance advice for the data, suppliers and client journeys supporting your legal business.
Good governance
needs to work in practice.
As acquisition channels and technology providers multiply, responsibility can become fragmented. We help teams map how their operation works, identify gaps and define who is accountable.
We work alongside your compliance officers, legal advisers and data protection specialists to turn requirements into actions that your commercial and operations teams can follow.
Review lead-source transparency, marketing approval processes, partner monitoring and escalation routes.
Map provenance, permitted purposes, access, retention responsibilities and supplier arrangements across the client journey.
Define responsibilities, management information, quality checks and evidence of oversight for key processes.
Map the current journey, suppliers and responsibilities
Identify gaps and agree a prioritised action plan
Support implementation with your accountable teams
Establish reporting and a review cadence
Siuirtan provides commercial and operational consultancy. Specialist legal and regulatory advice should be obtained where required; responsibility for compliance remains with the relevant firm.