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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 Intapp Workspaces?
Intapp Workspaces transforms Microsoft Teams into a customized environment specifically for developing engagement workflows, providing in-depth insights, and optimizing the management of the engagement lifecycle. This innovation enhances collaboration among teams, particularly those working remotely, while automatically enforcing the necessary security and compliance protocols of your organization. By relieving professionals from unnecessary administrative burdens, they can focus more on building client relationships and collaborating effectively on project delivery. Facilitate quick and straightforward collaboration for new engagements, which in turn increases the return on investment for your firm's Microsoft 365 utilization while enhancing overall productivity. Your organization’s security and governance standards can be maintained through automation, even with the rapid adoption of Microsoft Teams. You can design, tailor, and manage workspaces specifically for engagement management, and set up automated reminders to keep workspace owners accountable for timely updates on any lifecycle changes. This holistic approach not only improves operational efficiency but also strengthens your firm’s dedication to providing exceptional services, ultimately leading to greater client satisfaction and loyalty. Embracing these tools will not only streamline processes but also empower your teams to achieve more impactful results.
Integrations Supported
Google Cloud Platform
Microsoft 365
Microsoft Copilot
Microsoft SharePoint
Microsoft Teams
SAP Cloud Platform
Integrations Supported
Google Cloud Platform
Microsoft 365
Microsoft Copilot
Microsoft SharePoint
Microsoft Teams
SAP Cloud Platform
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
Intapp
Date Founded
2000
Company Location
United States
Company Website
www.intapp.com/workspaces/