Compliance & Onboarding
Onboarding clients is a complex business for law firms, comprising of a sequence of events that need to be determined by the complexity of the matter.
Complete Process Management
Sysero can manage the entire process from collecting details on the client and matter, checking internal conflicts and external adverse media, harvesting data from Companies House, emailing automated engagement letters, collecting and storing pre-matter documents and emails.
Our system controls the approval process, calculating risk profiles, creating records in ERP and practice management systems through to producing DMS workspaces and uploading the due diligence files and records.
The Sysero flowchart workflow designer provides a dynamic view of the matter process and along with a complete audit trail of all events and the ability to download a pdf of the approval timeline makes Sysero an ideal tool to prove compliance standards are being met during SRA audits.
Key Capabilities
- Automated Client & Matter Details Collection
- Internal Conflict & Adverse Media Checks
- Companies House Data Integration
- Automated Engagement Letters
- Risk Profile Calculation
- ERP & PMS Record Creation
- DMS Workspace Generation
- Full Audit Trail for SRA Audits
Streamlined Operations
Why Choose Sysero for Compliance?
Audit-Ready Security
Never worry about an audit again. Every step, approval, and document version is logged and timeline-stamped, providing immediate proof of compliance.
Faster Onboarding
Reduce the time to billable work from days to minutes. Automated checks and parallel processing ensure no bottlenecks hold up new business.
Unified Client View
Centralize all client data. From initial inquiry to final engagement, all teams have a single source of truth for client status and risk.