Hudson Innovate

New Engagement and Compliance

These are often the first processes that professional service firms try to deliver, and they are often the most complicated. The processes can incorporate data capture from a number of different business users and contain many approval points and system integrations.

Hudson Innovate have a wide experience in delivering these processes and can help guide firms in areas of best practice and process implementation.

We have produced a set of process templates which incorporate Hudson Integration Accelerators (HIA) into Practice Management, Document Management and CRM Systems to fast-track implementation timescales.

New Engagement Process Pack

  • New Client
  • New Matter
  • Risk Assessment
  • Anti-Money Laundering, KYC & Identity Verification
  • ID&V Collection
  • Conflict Processes
  • Client Amendment
  • Matter Amendment
  • Matter Closure
  • Letters of Engagement and Terms of Business

This process pack is provided with base implementation and knowledge transfer services or with full project management and customisation services. Please contact us for more information or a demonstration. > Contact

 

 

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