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What is WaiverFile?

WaiverFile offers Online Waiver Forms that enable you to sign your liability agreements electronically. You can complete this process conveniently from any device and location! Designed for user-friendliness and packed with features, WaiverFile helps guarantee compliance by confirming that all waivers are duly signed. Its check-in tracking and event management capabilities simplify the oversight of signed waivers, eliminating the hassle of managing a lengthy list. Beyond merely storing forms, WaiverFile enhances your overall customer intake experience, making it more efficient and organized. This comprehensive tool is essential for businesses looking to streamline their operations while maintaining compliance.

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.

Media

Media

Integrations Supported

Constant Contact
Easyflow
Google Cloud Platform
Integrately
Mailchimp
Make
Microsoft Excel
SAP Cloud Platform
Zapier

Integrations Supported

Constant Contact
Easyflow
Google Cloud Platform
Integrately
Mailchimp
Make
Microsoft Excel
SAP Cloud Platform
Zapier

API Availability

Has API

API Availability

Has API

Pricing Information

$15.00/month
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

WaiverFile

Date Founded

2004

Company Location

United States

Company Website

www.waiverfile.com

Company Facts

Organization Name

Fulcrum GT

Company Location

United States

Company Website

fulcrumgt.com/solutions/upfront

Categories and Features

Digital Signature

Audit Trail
Authentication
Auto Reminders
Customizable Templates
Document Analytics
Mobile Signature
Multi-Party Signing
Progress Tracking
Task Progress Tracking

Legal Document Management

Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Indexing
Document Tagging
Full Text Search
Version Control

Waiver

Customizable Templates
Data Export
Online Signing
QR Codes
Searchable Database
Status Tracking
Waiver Kiosk

Categories and Features

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