HOME ABOUT SERVICES ADVISORY & SOFTWARE CLIENTS PEOPLE INSIGHTS CONTACT “I am always impressed with the speed with which you open matters and your unerring courtesy. Thank you, ISC.” FEE EARNER OUTSOURCING ONBOARDING PROCESSES Our dedicated team works without distraction, permitting the outsourcing of onboarding processes and enabling fee earners to quickly start recording time against the client file. System and process expertise enable faster turnaround times whilst strictly complying with a firm’s client onboarding policies. We use fully auditable and standardised processes to open files in the way that risk teams require, every time, ensuring compliance and safeguarding. CLIENT ONBOARDING Tailored to each client’s requirements, we can deliver: N Supporting new client and matter inception N Anti-money laundering and conflict checking admin N Conflict checking N Data entry into client CMS/PMS N Preparing file information sheets and matter checklists N Creating letters of engagement N Filing of pre-matter documents on DMS N Basic, normal, and enhanced client due diligence N Online client verification N Data capturing and reporting BENEFITS OF OUR APPROACH Read more about our clients and the outcomes we achieved. RISK CONTROL Risks and weaknesses in onboarding process mitigated by thorough reviews, bespoke process design and SOPs, also enabling control of AML risk DATA INTEGRITY ‘No guess’ policy ensures data quality and strict protocol adherence EFFICIENT ONBOARDING Consistent, logical and well communicated service delivery reduces onboarding process completion times “I had 22 plots sale matters to open up and sent them to the ISC asking if they would open them in sequence so that when they come up on Elite, sorted by matter number, they are in order. You cannot do this automatically in Elite but the ISC called to say they will go in and edit all the matter descriptions so that they do appear in order. It’s a small thing, but it’s going above and beyond and it will save me time so it’s appreciated!" PA GET IN TOUCH To find out more about Intelligent Office’s innovative approach to delivering support service excellence, contact Jo Styles, Director of Business Development and Marketing, or complete the form below and a member of our team will get in touch. SEND THE QUORUM, BOND STREET, BRISTOL, BS1 3AE +44 (0) 3330 156 877 INFO@INTELLIGENTOFFICEUK.COM VAT No: GB356199717 | Company No: SC077144 | © Intelligent Office 2021 | Registered Address: The e-Centre, Cooperage Way, Alloa, FK10 3LP Accessibility | Terms and Conditions | Privacy Statement | Job Applicant Privacy | Modern Slavery Statement | Gender Pay Gap Report