Upfront
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Upfront Conflicts and New Business Intake is a risk management solution that reduces the administrative burden of processing and managing clients and matters. A flexible, information-driven registration tool, Upfront simplifies several processes all in one solution with built-in industry best practices. Functionality includes client evaluation, conflicts, terms of business, fee estimate setup, and regulatory compliance. The solution accomplishes this through role-based workflows and forms, collaboration and task routing tools, conflict search, and a data warehouse that integrates firm and 3rd party data. From lawyers and risk staff to IT and marketing, Upfront can easily be used by employees at all levels.
Developer
Fulcrum Global Technologies Inc.

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