Pilgrim Systems is pleased to announce the launch of its new Client and Matter Inception module (CMI).

The CMI module solidly underpins the critical process of incepting new clients and matters into the firm’s technology systems by ensuring that all mandatory information is input and that the firm’s risk and compliance processes are fully met.

The system has been specifically designed to allow the firm to deal with the opposing challenges of meeting all data gathering requirements such as AML, conflict, key dates and other parties fully and accurately, whilst being able to get to work on behalf of your clients as quickly as possible.

This “Out of the Box” process harnesses the power of LawSoft’s world-class workflow engine to deliver an end-to-end process that:

• Delivers control
• Allows the distribution of tasks to designated, appropriate staff
• Ensures regulatory compliance and compliance with the firm’s agreed standard process
• Automates the production of documents and e-mails
• Prompts the user for appropriate information such as key dates or other parties
• Is customisable by the practice

The Client & Matter Inception solution includes:

• Anti money laundering checks
• Conflict searching
• Prompts to collect contact and relationship information
• Prompts to set up alerts
• Posting status setting
• Ability to defer designated items/process
• Default control table setup by Contact, Client and Matter type

For further information on the CMI Module please contact Katy Aird on 0131 555 9700 or at katya@pilgrimsystems.com.