ADAPTIVE BUSINESS SOLUTIONS
Webcast Invitation

Introducing...FloSuite CMI

FloSuite CMI is a pre-built Client Matter Inception Solution that can rapidly adapt to a changing business environment.

Join us for a Webcast – 10-11am, March 19th or 26th – and see first hand how FloSuite CMI could benefit your firm.

FloSuite Pre-built Client Matter Inception (CMI) Solution

Whether for a new client, matter or project, managing the inception of new business is a critical component of your firm’s strategy.

The CMI process is vital in meeting compliance requirements and managing associated risks. It also offers an opportunity to build competitive advantage by reducing time-to-billing and improving client services.

Join us for the FloSuite CMI Webcast

We invite you to join us for the FloSuite® CMI Webcast to see how our best practice-driven solution will enable you to harness the ‘CMI opportunity’ and immediately benefit from fast ROI.

Adapt to business change – easy to customise and extend

Unlike other solutions, FloSuite CMI is built on our market-leading RAD/BPM framework so can be rapidly adapted and extended within our Microsoft® Visio® development environment. It also offers multiple User Interface options – Microsoft SharePoint®, Outlook®, Excel®, standard Web client, flexible Web forms, etc.

Low risk, industry-proven solution

Our solution has been developed in conjunction with leading law firms, aligned with best practice, offering a fast, low-risk, industry-proven route to automated CMI.

Key functionality

  • Client/matter creation
  • Conflict of interest checking
  • Client reconciliation
  • Escalation and exception handling
  • Supports anti money laundering requirements
  • Automated terms of business and document production
  • Rule-based management of approval cycles
  • Audit trails for clear proof of due diligence checks
  • Pre-built integration packs for leading PMS, DMS & CRM systems

When is the Webcast?

The live FloSuite CMI Webcast takes place between 10 – 11am on March 19th and 26th

How to register for the Webcast

Register online at www.flosuite.com/webcast or call the enquiries team on 01592 760601

Can’t make it? Request our FloSuite Product Brochure and/or Whitepaper via info@flosuite.com