Effective Client Servicing
The customisable workflow features allow for any client serving request to be undertaken in the most effective, consistent and efficient manner to help ensure value for money, timely completion and bolster client satisfaction.

Unlimited pre-defined workflows guide users through ALL steps of any process from start to completion.
Automatic and manual task assignment options bring control to and optimise skills of resources.
Automated scanned document batch ownership assignment passes incoming requests immediately
   to the appropriate file owner.
Carbon Copy feature ensures that management has real time awareness of incoming documents.
Unlimited template based document generation (including integrated email creation) for risk assessed
   and accurate communication.