Forms Designer
Forms with multiple fields, split over sections that react to the current situation by asking for information based on the previous answers.
Workflow for professional services
Sysero workflow connects your digital world
You have dozens of business applications, make them work together.
Workflow engine
People
StaffClientsPartners
AI tools
ClaudeCopilotHarvey
DMS
iManageNetDocuments
ERP
EliteP4W
Communications
DocumentsEmail
Data brokers
D&BOpenSanctions
Build and customise
Tools
Sysero tools can be used by both subject matter experts and technical staff to customise business applications.
Process Designer
Graphically map business processes that can have dozens of steps and run for days, weeks or longer.
Email & Document Designers
Communications templates that include the data and optional text defined by the current process.
Data Action Designer
For technical staff to create custom integrations with your other business applications. Includes connectors for industry standard applications like DMS and e-signing systems.
Dashboard & Report Designers
Use the data and user auditing facilities to create customised interfaces and tracking and alerting rules.
Ready to run
Business Templates
Pre-built workflows that can be customised for each firm, so you start from proven best practice rather than a blank page.
Client Onboarding
Matter definition, ID checks, engagement letters, PEPs & sanctions checks, and adverse media checks and company financials.
- Staff
- Clients
- DMS
- External Data
- Comms
- ERP
Knowledge Management
Legal, Compliance, InfoSec, Procurement and every specialist function have their own knowledge silos.
- Staff
- AI
- Documents
Conflict Checking
Have you done business with anyone connected with this matter?
- Staff
- ERP
- CMS
High Volume Processing
Trademarks, invoices, staff movements. Data and documents need to be routed for approval, checked for accuracy and filed in the right place.
- Staff
- Partners
- DMS
- ERP
- Comms
Powered by MCP
Headless Software
Driving workflows with your AI tools
Your AI tool talks to Sysero. Sysero talks to everything else.
AI harnesses like Claude, Copilot and Harvey use the Model Context Protocol (MCP) to integrate with the other applications your firm relies on. Connect them to Sysero and your AI tool gains a company expert: one that knows where your knowledge lives and can run the workflows behind your business.
Ask the company expert
Sysero gathers answers from multiple knowledge silos — Legal, Compliance, InfoSec, Procurement — and returns them in the context of the question.
Run workflows in conversation
Start client onboarding, run a conflict check or push a batch through a high volume processing application without leaving the chat.
Interact as the work progresses
Check status, supply missing information, approve steps and retrieve assembled documents, all through the conversational abilities MCP provides.
Try asking
- “What is our policy on storing client data offshore?”
- “Start client onboarding for this new client”
- “Run a conflict check on this matter”
Your AI harness
Claude
Copilot
Harvey
MCP
The company expert, driven headlessly
Knowledge silos
LegalComplianceInfoSecProcurement
Workflows
- Client Onboarding
- Conflict Checking
- High Volume Processing