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.
Deliver a streamlined on-boarding process, with optimised tasks distributed to front and back-office teams
Reduce business intake cycle times and time-to-billing, accelerating revenue flow
Begin billable work without undue delay – so you can provide immediate value to clients
Control risk and manage compliance around on-boarding processes through optimised workflow
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.
All FloSuite solutions can be deployed as fully-managed Microsoft Azure Cloud services, or traditional on-premise solutions, if preferred.