Key Features
Referrer Integration
Automates receiving, approving and initiating a referral from a partner.
Client Onboarding
Automates adding a new client to the systems and completing checks.
Matter Inception
Automates opening a new matter and completing the initial set of activities.
Searches
Automates the triggers for the searches involved in a property purchase.
Billing
Automates raising invoices and checking various systems involved.
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