Our client and matter inception solutions integrate multiple systems and streamline the business intake process – covering money laundering, conflict of interest, risk assessment and letter of engagement.
Automate back-office financial processes, security checks, conflict searches, account generation and document production – reducing intake cycle times.
Embed business rules that reduce risk by ensuring best practice, mandating compliance checks and managing approvals.
Automate tasks and avoid duplicated client data entry in PMS, DMS and CRM systems with FloSuite processes and read-write integrations.
By streamlining and reducing intake cycles, client work can commence within compressed timelines – helping reduce time-to-billing.
Integrates with leading PMS, CRM and Document Management solutions – including Aderant, Elite, InterAction and iManage. Provides Microsoft Azure Active Directory (AAD) identity management for seamless and multi-factor authentication options. Also integrates closely with Microsoft O365, Exchange and Teams for collaboration and teamworking.