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Upfront Reviews & Product Details

Upfront Overview

What is Upfront?

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.

Upfront Details
Languages Supported
English
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Product Description

Upfront intake and risk management reduces the administrative burden and offers a simple registration process for clients and matters. A flexible, information-driven registration tool, Upfront simplifies several processes all in one solution: client evaluation, conflicts, terms of business, fee estimate setup, and regulatory compliance. From lawyers and risk staff to IT and marketing, Upfront can easily be used by employees at all levels.


Seller

Fulcrum Global Technologies

Description

Fulcrum Global Technologies Inc is a company that specializes in delivering innovative software solutions and consulting services tailored for the legal and professional services industries. They focus on optimizing the operational efficiency and profitability of law firms and similar organizations through technology-driven strategies. Fulcrum GT is known for its expertise in legal practice management, enterprise resource planning (ERP), and business intelligence solutions, providing a comprehensive suite of tools designed to meet the dynamic needs of its clients.

Overview Provided by:
The New Standard

Upfront Media

Upfront Demo -  Manage Requests
Create workflows to best route and monitor your requests making your conflict clearance and new business intake processes as efficient and accurate as possible.
Upfront Demo - Conflict Searching
Clear conflicts using the comprehensive results from our sophisticated search tool.
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