Manage compliance. Simplify information capture. Self-serve frequently used documents.
Automate the distribution, completion, return and data management of internal forms, checklists and compliance records.
Make it easy for clients to submit required information for any practice area, from private client needs (e.g. wills), through compliance (e.g. money laundering checks) to corporate transactions (e.g. Directors interests).
Help your teams get NDAs signed, create high quality proposals, and provide consistent client reports.
Automate employment offer letters, contracts and on-boarding checklists.
Create new revenue generating services (e.g. compliance campaigns) and increase margins by working more efficiently.
Interested? Get started with Kim today.