Upfront New Business Intake
Upfront New Business Intake transforms legal intake processes with its robust digital platform. It streamlines client and matter registration, ensuring adherence to AML and KYC standards through intelligent workflows. The solution features a customizable form builder, real-time analytics, and conflict management tools, all designed to enhance efficiency and decision-making in legal practices.
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Top Upfront New Business Intake Features
- Intelligent workflow automation
- Comprehensive conflicts management
- Real-time conflict report builder
- Flexible form builder
- Centralized intake data management
- Streamlined compliance tracking
- Automated risk scoring
- Integrated e-billing solution
- Dynamic alert triggers
- Matter lifecycle tracking
- Detailed project scope management
- Customizable budget tracking
- Role-based analytics dashboards
- Seamless third-party integrations
- In-depth client evaluation tools
- Efficient time entry validation
- Rapid project registration
- Comprehensive due diligence processes
- Integrated productivity suite
- Simplified client and matter registration
