Upfront TM New Business Intake

Modern, end-to-end client and matter onboarding

What Stands Out

Upfront ^TM New Business Intake & Conflicts

Fast, dynamic conflict checks
Best practice workflows with a powerful workflow builder
Intelligent labels, tagging and relationship insights
Seemless registration on any device
Designed to manage complex, global risk profiles
Real-time AML and sanctions data from trusted government sources

Solution Capabilities

New Business Intake

Our New Business intake module streamlines the entire onboarding process with intelligent, configurable forms and workflows built for speed, accuracy, and compliance. Firms can automate approvals, capture all required information at the start, and enforce AML/KYC requirements through embedded checks and validation rules. Each request moves through a clear, role-based workflow, ensuring accountability and eliminating back-and-forth while providing a consistent, compliant intake experience for attorneys, staff, and risk teams.

Data Warehouse

Our centralized data warehouse serves as a single source of truth for all finalized clients, matters, and related parties. Structured for high performance and long-term governance, it consolidates intake decisions, risk assessments, and client history into one accessible environment.

Conflicts

Our Conflicts engine delivers robust searching and streamlined clearance processes for firms of any size. Users can run self-service initial checks, perform ad hoc searches on demand, or launch full conflicts searches automatically as part of intake workflows. Built-in tools support conflict evaluation, attorney review, and clearance tracking, while interactive conflict reports help teams quickly identify key relationships and potential issues. With a unified search experience and traceable decisioning, your firm can clear matters faster with greater confidence.

Key Benefits

01
Full self-service form builder & workflow administration
02
Streamlined client evaluation with automated risk scoring
03
End-to-end new matter creation
04
Unified requests dashboard, data warehouse, and conflict search experience
05
Seamless integration with external risk and compliance sources

UPFRONT SCREENS TM

Our Ethical Screens module provides a comprehensive dashboard to create, manage, and monitor ethical screens throughout the mater lifecycle. Administrators can easily establish screens, maintain access lists, and track compliance, with automated notifications and audit-ready logs. The system integrates directly with downstream applications and ties into conflict search results and reports, ensuring screens are implemented promptly and consistently wherever sensitive information must be protected.