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.

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

Client matter inception integrations

Integrates with leading PMS, CRM and Document Management solutions – including Aderant, Elite, InterAction and iManage. Also integrates with FloSuite case solutions, and Microsoft Office and Exchange.

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Cloud and SaaS

All FloSuite solutions can be deployed as fully-managed Microsoft Azure Cloud services, or traditional on-premise solutions, if preferred.

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