Easy Intake Process
Streamline client intake with user-friendly forms and automated data capture. Simplify the process of gathering client information, ensuring a smooth and efficient onboarding experience.
Client Details
Quickly capture client and matter information using intuitive forms designed for accuracy and efficiency.
Conflict Check
Ensure compliance by automatically identifying potential conflicts of interest before proceeding further.
Risk Assessment
Evaluate client and matter risks using pre-defined advanced rules and weighted scoring for specific questions. Generate a comprehensive risk score to support informed decision-making.
Engagement Letters
Create professional, customized engagement letters with pre-defined templates, ready to send in just a few clicks.
ID Verification (KYC / KYB)
Assign tasks to clients, such as completing ID verification, to meet KYC and compliance standards.
Automatically capture and add ID check results and verification details directly into the matter file for seamless record-keeping.
Compliance Check
Verify all compliance requirements. Matters are automatically opened once all checks are successfully completed, ensuring a seamless start.