Client matter inception

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.

Role benefits

Head of client services
Deliver a streamlined on-boarding process, with optimised tasks distributed to front and back-office teams
Finance director
Reduce business intake cycle times and time-to-billing, accelerating revenue flow
Partners
Begin billable work without undue delay – so you can provide immediate value to clients
Compliance director
Control risk and manage compliance around on-boarding processes through optimised workflow

Automate client matter inception

Automate back-office financial processes, security checks, conflict searches, account generation and document production – reducing intake cycle times.

Key benefits

Ensure best practice, reduce risk

Embed business rules that reduce risk by ensuring best practice, mandating compliance checks and managing approvals.

Increase intake efficiency

Automate tasks and avoid duplicated client data entry in PMS, DMS and CRM systems with FloSuite processes and read-write integrations.

Reduce time-to-billing

By streamlining and reducing intake cycles, client work can commence within compressed timelines – helping reduce time-to-billing.

Technology & support