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 Slatewell?
Revamp and optimize your entire operational workflow by consolidating client information, document management, and progress tracking within a single, centralized platform. Foster seamless collaboration within your firm while engaging with clients or collaborating with their financial advisors and CPAs. Slatewell is meticulously designed to enhance teamwork, offering customized portals for each client to facilitate communication. You have the ability to create digital intake forms for clients, which can also be utilized by your team to maintain procedural consistency. With integrated notifications and reminders, you can ensure that all forms are completed punctually. Additionally, you can gather feedback from external professionals, assign tasks to team members, and keep a comprehensive overview of tasks that have been completed and those that are pending. Generate essential documents such as petitions for probate, ancillary paperwork, beneficiary letters, and more, utilizing state-specific probate forms or by uploading your own PDFs to create customized workflows tailored to your unique requirements. This holistic strategy guarantees that every element of your workflow is managed both efficiently and effectively, ultimately enhancing productivity and client satisfaction. Moreover, the platform’s user-friendly design allows all team members to easily adapt and maximize its features for their specific roles.
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
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
Slatewell
Date Founded
2021
Company Location
United States
Company Website
www.getslatewell.com
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