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Ratings and Reviews 0 Ratings
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What is Upfront New Business Intake?
Your team puts in significant work to address disputes, register and manage new cases, all while maintaining compliance with regulations. To further enhance their abilities, consider implementing a comprehensive tool aimed at improving their productivity and effectiveness. By optimizing and standardizing the manual processes involved in onboarding new clients, you can utilize a flexible workflow engine. This introduction of intelligent workflows simplifies adherence to AML and KYC regulations, streamlining the entire procedure. Accelerate decision-making for new clients by producing high-quality, centralized intake data, thus removing the burden of cumbersome paperwork and lengthy review processes. A powerful form builder, along with reporting tools, alert triggers, and tracking capabilities for case lifecycles, allows for the seamless integration and scaling of vital policies. It's crucial for a conflict management tool to align with the operational style of your team. Regular assessments of potential business relationships require both adaptability and advanced analytical capabilities. Our Upfront solution offers comprehensive due diligence supported by intelligent filters, leading to more informed decisions. This strategy not only boosts operational efficiency but also cultivates a culture of proactive and well-informed business practices, ultimately positioning your team for greater success in navigating complex regulatory landscapes.
What is Client Conflict Check?
The Client Conflict Check tool empowers users to establish customized categories and default configurations, facilitating swift and precise data entry. As new case information is inputted, it conducts an automatic search for potential conflicts, delivering results in real-time as you type. This efficiency means clients won't endure lengthy delays during conflict checks. With its cloud-based infrastructure, you can utilize Client Conflict Check from anywhere that has internet access. This feature allows for conflict checks to be performed at any time, on any device, ensuring maximum flexibility. By leveraging advanced internet technologies including SSL, encryption, PHP, HTML5, AJAX, and contemporary relational databases, Client Conflict Check promises a fast, secure, and reliable experience with each login. Created by attorneys for their colleagues, this innovative tool harnesses leading-edge technology to prioritize user-friendliness, rapid results, and safe, continuous access to data. Furthermore, its intuitive interface boosts productivity, enabling legal practitioners to dedicate more time to their cases instead of getting bogged down by administrative duties. Enhanced collaboration features also allow teams to work more efficiently together, streamlining the entire process of managing client conflicts.
Integrations Supported
Google Cloud Platform
SAP Cloud Platform
API Availability
Has API
API Availability
Has API
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Pricing Information
$199 per year
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
Fulcrum GT
Company Location
United States
Company Website
fulcrumgt.com/solutions/upfront
Company Facts
Organization Name
CC Check
Company Location
United States
Company Website
www.clientconflictcheck.com
Categories and Features
Categories and Features
Conflict Checking
Case Management
Client Database
Data Import / Export
Full Text Search
Indexing
Phonetic Search
Preemptive Conflicts Search
Relationship Tracking