Know every client cold.
Top three benefits your firm will notice.
The mechanism, in order.
No setup screen and no configuration project. This is the sequence a matter actually moves through in Customer Management.
One contact record
One contact record
A contact is created once, as a person or an organisation, with the relationships recorded: director, subsidiary, spouse, related party, referrer.
Matters attach on both sides
Matters attach to the contacts they involve, on both sides where both sides are known to the firm.
Conflicts traverse the map
A conflict check traverses that map rather than searching text, so it catches the connection a surname search misses.
Checked before conversion
A conflict check can be run any time after the quote is created and is required when the user converts it if it has not already been run.
Recorded, attributed, exportable
Other platform features
See Customer Management in action
A focused 30-minute walkthrough with a specialist who understands legal practice and compliance.