Upfront Reviews & Product Details

Upfront Conflicts and New Business Intake is a risk management solution that reduces the administrative burden of processing and managing clients and matters. A flexible, information-driven registration tool, Upfront simplifies several processes all in one solution with built-in industry best practices. Functionality includes client evaluation, conflicts, terms of business, fee estimate setup, and regulatory compliance. The solution accomplishes this through role-based workflows and forms, collaboration and task routing tools, conflict search, and a data warehouse that integrates firm and 3rd party data. From lawyers and risk staff to IT and marketing, Upfront can easily be used by employees at all levels.