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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 Fulcrum Snap?
Our solution is fully prepared to enhance your operations without delay, removing the necessity for bespoke software. Choose the features that will best improve your firm's operational productivity. Fulcrum GT provides products tailored specifically for international law firms, ensuring an ideal match for your requirements. Eliminate the complexities associated with custom software development; our ready-to-use solutions encompass all the essential tools necessary to manage your firm's operations effectively at this moment. All vital business information is securely organized within a robust database, serving as your ultimate reference point for operational insights. With Fulcrum GT, expect all your firm’s business data to be centralized in a single secure environment, ensuring a trustworthy, unified source for managing your operations. Clarity is a priority in all our deployments, which come with clearly defined scopes, timelines, and pricing, so you will always understand what to expect and when. By collaborating with us, you can mitigate risks, start with precise data, and automate processes that are currently inefficient and manual, paving the way for a more streamlined workflow. Our solutions are designed to not only enhance efficiency but also to instill confidence in your firm's operations from the very first day. With us, you will experience a transformation in how your firm functions, leading to improved performance and productivity.
API Availability
Has API
API Availability
Has API
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Pricing Information
Pricing not provided.
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
Fulcrum GT
Company Location
United States
Company Website
fulcrumgt.com/solutions/fulcrum-snap
Categories and Features
Categories and Features
Law Practice Management
Billing & Invoicing
CRM
Calendar Management
Client Portal
Conflict Management
Contract Management
Document Management
Email Management
Legal Case Management
Task Management
Time Tracking
Trust Accounting