Legalytics Client Portal

Introducing our Legalytics Client Portal – Client Due Diligence feature, a secure and seamless link connecting your firm’s Intapp New Business Intake platform with your valued clients. Tackling three critical challenges, we’ve designed this feature to enhance your firm’s operations and client interactions.

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Our offering for your Business

Security and Compliance

Say goodbye to risky email exchanges for KYC/AML requests. Our Client Portal ensures the utmost security for handling sensitive personal information. No more leaving important documents, like passports, hanging around in vulnerable email systems.

Efficiency and Accuracy

With our Client Portal, document handling becomes a breeze. No more wasting time-saving attachments from emails to the right place in Intapp. Say hello to streamlined processes and reduced risks of important information being misplaced.

Branding and Professionalism

Experience the power of a secure, efficient, and branded connection with your clients through our Intapp Client Portal - Client Due Diligence feature. Elevate your client relationships to new heights while staying compliant and efficient. Embrace the future of client interactions with confidence.

The Working Principle of Our Client Portal

Branded and Secure Requests

KYC/AML requests are generated directly from the portal, fully branded with your firm's colours and logo. Say goodbye to sending emails; the portal ensures a professional and secure way to handle requests.

Streamlined Workflow

Our solution is dynamic and intelligent. Requests automatically progress through the workflow, eliminating manual intervention and streamlining the entire process for both your firm and clients.

Effortless Client Participation

Your clients access the portal to complete the required data fields and securely upload their supporting documents. Rest assured, no personal data is ever stored in the Cloud, ensuring compliance and data security.

Real-Time Updates

Any alterations made to the Intapp workflow questions are automatically reflected in the client portal. This ensures consistency and accuracy between your internal processes and client interactions.

Why Choose Legalytics?

Legalytics offers a holistic solution to every legal firm’s problems. We understand that lawyers want to spend more time practicing law and less time being bogged down by unsynchronised business systems. It is typical for legal firms to manage several clients at any one time. With each client comes an array of different software systems, managing various aspects of the firm’s business, which have to be integrated with one another. Legalytics eases the agony of law firms by presenting an integrated, all-inclusive, user-friendly solution.

INNOVATIVE PRODUCT FOR REAL CHALLENGE

Legalytics is an innovative product that was built ground up to address real problem faced by every lawyer in the firm.

CLIENT-FIRST APPROACH

At Legalytics, our clients come first. That has led us to create a business model designed to serve the needs and achieve the goals of our customers.

COMMITMENT TO INNOVATION

Our investment in innovation is helping firms address the Future of Work—providing solutions.

LEGAL PRODUCT EXPERTISE

We specialize in legal industry products such as Intapp, Elite 3E, Aderant Expert and BigHand.

Frequently Asked Questions

How do I get started with Legalytics?

To get started with Legalytics, simply visit our website, and request a demo or sign up for a free trial. Our team will guide you through the setup process and help you start harnessing the power of data analytics in your legal practice.

Who can benefit from using Legalytics?

Legalytics is designed for a wide range of legal professionals, including lawyers, paralegals, legal researchers, and corporate legal departments. It can be used in various legal fields such as litigation, compliance, and contract analysis.

Is Legalytics compatible with my existing legal tools?

Legalytics is designed to integrate seamlessly with many existing legal software and tools. Our team can work with you to ensure a smooth integration process.

Is Legalytics secure and compliant with data privacy regulations?

Yes, we take data security and privacy seriously. Legalytics complies with industry-standard security measures and data protection regulations, ensuring your data remains confidential and secure.

Can I customise Legalytics for my specific legal needs?

Absolutely! Legalytics can be tailored to your specific requirements and practice areas. Our team can work with you to create custom analytics models and features to meet your unique needs.

Is there a trial period or a demo available?

Yes, we offer a free trial period and personalised demos to help you explore the full potential of Legalytics. Contact our sales team to get started.

What support and training options are available?

We provide comprehensive onboarding, training, and ongoing support to ensure you get the most out of Legalytics. Our support team is available to assist you with any questions or issues you may encounter.

What pricing options are available for Legalytics?

Our pricing is flexible and tailored to your specific needs. Contact our sales team to discuss pricing options and find a plan that suits your requirements.

Our Clients & Partners

Empower Your New Business Intake with Unwavering Security, Seamless Efficiency, and Distinctive Branding

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