Upfront - Intake Solution

Professional services firms are under more pressure than ever to make faster, more accurate, data-driven, and compliant decisions when bringing on new clients and matters – all while scaling and doing more with less.

Upfront provides firms a modern, enterprise platform with deep industry requirements built into the core with validations and flexible workflows via no-code low-code to raise the quality of incoming data, streamline approvals, and manage compliance with their own team on their own time.

Managing new business is one of the most important (and most complex) responsibilities in any firm. The Upfront platform brings intake, conflicts, AML, KYC, and data governance into a single, seamless experience.

Intelligent AI enabled workflows help reduce unnecessary steps, ensuring each request move quickly and accurately through evaluation. Conflicts are handled through powerful self-service checks, matter level searching, and interactive conflicts reports. When decisions need to be made, the right information is presented clearly so lawyers can focus on practicing, not navigating multiple systems or deciphering inconsistent data.

With embedded best-practice workflows and firm-specific policies built directly into the system, firms can register clients and matters faster, reduce rework, and strengthen compliance form day one.

The Upfront™ Intake Solution offers a comprehensive and simple registration process for valuable client matters.
Provides a flexible, information-driven registration tool that simplifies client evaluation and new business acceptance.
Includes tools for conflicts management and provides high levels of sophistication to meet internal and external demands.
SnapAIQ™ transforms OCGs into structured, standardised data assets that can be reviewed, governed, and operationalised across the wider Fulcrum GT Suite.