Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • QVscribe Reviews & Ratings
    1 Rating
    Company Website
  • EHS Hero Reviews & Ratings
    32 Ratings
    Company Website
  • D&B Hoovers Reviews & Ratings
    1,062 Ratings
    Company Website
  • JSCAPE MFT Server Reviews & Ratings
    179 Ratings
    Company Website
  • Pipefy Reviews & Ratings
    583 Ratings
    Company Website
  • Datasite Diligence Virtual Data Room Reviews & Ratings
    452 Ratings
    Company Website
  • FundCount Reviews & Ratings
    13 Ratings
    Company Website
  • MedTrainer Reviews & Ratings
    198 Ratings
    Company Website
  • Serviceaide Reviews & Ratings
    138 Ratings
    Company Website
  • QuickFee Reviews & Ratings
    Company Website

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 Lawcadia?

Lawcadia serves as a comprehensive legal operations platform designed for both in-house legal teams and law firms. This innovative two-sided solution features an intelligent automation engine that fundamentally enhances collaboration and problem-solving for legal professionals. In-house legal teams gain advantages from organized intake and triage processes, efficient workflows, precise instructions, improved budget management, and better oversight of law firm interactions, along with enhanced document, email, and matter management. Additionally, customizable metrics and dashboards effectively highlight the contributions of the legal function within the broader organization. As an award-winning player in the legal technology sector, Lawcadia has introduced Lawcadia Intelligence, a sophisticated automation engine that combines no-code automation and logic-driven workflows with a user-friendly, all-encompassing legal operations platform. Founded in 2015, Lawcadia is based in Brisbane, Australia, while also maintaining robust operations in London and Manila. The company serves clients across diverse regions, including Asia-Pacific, EMEA, and North America, showcasing its global reach and commitment to enhancing legal operations.

Media

Media

Integrations Supported

Google Cloud Platform
Microsoft Outlook
Microsoft Word
NetDocuments
OpenText Content Management (Extended ECM)
SAP Cloud Platform
iManage

Integrations Supported

Google Cloud Platform
Microsoft Outlook
Microsoft Word
NetDocuments
OpenText Content Management (Extended ECM)
SAP Cloud Platform
iManage

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

Lawcadia

Date Founded

2015

Company Location

Australia, United Kingdom

Company Website

www.lawcadia.com

Categories and Features

Categories and Features

Enterprise Legal Management (ELM)

Contract Lifecycle Management
Document Management
Legal Automation
Legal Spend Management
Legal e-Billing
Matter Management
Reporting / Analytics
eDiscovery

Legal Spend Management

Analytics / Reporting
Budgeting & Forecasting
Financial Controls
Insurance Claims Defense
Invoice Review
Legal e-Billing
Matter Management
Outside Counsel Management
Relationship Management
Strategic Planning
Vendor Management

Popular Alternatives

CorpIntake Reviews & Ratings

CorpIntake

PaayaTech Inc.

Popular Alternatives