Upfront™ New Business Intake

Efficient, flexible, and accurate client and matter registration

What Stands Out

Upfront New Business Intake

Dynamic, Rapid Conflict Checks
Best-Practice Workflows and Workflow Builder
Intelligent Labels and Tagging
Registration on Any Device

Your team works tirelessly to check and clear conflicts and to register and manage new matters—while meeting all regulatory compliance requirements. Equip them with a comprehensive tool to make them even more effective and efficient.

Solution Capabilities

New Business Intake

Streamline and standardize your manual business processes for clearing new business with a flexible workflow engine. Intelligent workflows simplify necessary compliance with AML and KYC standards. Accelerate new business decisions by producing high-quality, centralized intake data. No more paper files and laborious review processes. Integrate and scale critical policies through a robust form builder, reporting tools, alert triggers, and matter lifecycle tracking capabilities.

Conflicts Management

A conflicts management tool needs to work the way your people do. Evaluating your firm's potential business relationships requires timeliness, flexibility, and complex analysis. Our Upfront solution provides comprehensive due diligence through intelligent filters— including quick but detailed conflict searches, a real-time interactive conflicts report builder, built-in collaboration tools, audit trail, and a worklist with dynamic alerts. Ensure a timely review of potential conflicts of interest using digital and email-based conflict clearance with fully embedded workflows.