Ratings and Reviews 0 Ratings
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 RTG Conflicts?
RTG Conflicts serves as a valuable tool for identifying potential conflicts by analyzing the names of prospective clients and adversaries. Yet, its functionality goes far beyond mere conflict detection; it allows users to keep comprehensive records on opposing parties, corporate leaders, family ties, and more. The effectiveness of RTG Conflicts in spotting potential issues is greatly determined by the quantity of information provided by users. The system classifies clients as parties, which may include individuals, corporations, or organizations, while matters refer to the specific legal cases associated with those clients. Additionally, RTG Conflicts tracks the relationships among these parties and their corresponding matters, which enables users to log pertinent details, such as identifying John Doe as an adversary in a certain case. Moreover, firms subscribed to RTG Bills Online can access RTG Conflicts Online without incurring any additional charges, making it a cost-effective asset for managing legal disputes. This integration aids law firms in optimizing their workflows, enhancing their conflict-checking procedures, and ultimately improving their overall efficiency in handling legal matters. Therefore, RTG Conflicts not only simplifies conflict management but also provides a platform for better organizational oversight in legal practices.
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
$95.00/one-time
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
RTG Data Systems
Date Founded
1975
Company Location
United States
Company Website
www.rtgsoftware.com/online/cindex.htm
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