Sophisticated, evolved, and flexible intake software to simplify and accelerate compliant business acceptance
The only regret I have is not implementing an automated business intake system sooner.
Agility is key in building great client relationships, but old-fashioned business intake processes are its enemy. Optimize your operations to get agile with a software refresh and serve your clients with confidence.
Read our tips to discover 6 benefits of modern business intake
We understand just how far business intake processes extend across professional services organizations, alongside the scale any solution implementations may take.
Our extensive experience has crystallized several key success factors that drive our delivery methodology and our product roadmap:
A solution for new business intake with sophisticated processes and the anticipation of future complexity.
An extensible set of features, built around a modular, extendable platform.
A highly consultative approach that ensures client success.
Built from the ground up for effective risk management, our product evolves as your business needs change to meet the escalating market demands. At a glance, we offer:
A team with the longest-tenured experience in the Business intake and Conflicts markets dating back to 2006.
70% of clients in the AmLaw 100 with a global rollout.
Consistently high customer satisfaction rates.