eXpd8 crm | Open your Mind to a better business process with eXpd8 crm
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Tel: +353 1 870 4999

Tel: +61 3 8612 3309

Tel: +61 3 8612 3309

Tel: +353 1 870 4999

Tel: +353 1 870 4999

Tel: +1 905 876 1791


eXpd8 Risk Management Features

Helping your firm tick all the boxes, making it easy to comply with and prove compliance with Risk Management.

  • Conflict of Interest checking
  • Client Identification - Anti-Money Laundering
  • Section 68 Letter checking
  • Undertakings Register
  • Critical Dates
  • Outlook Email & Diary Integration
  • Wills & Deeds Register
  • Weekly/Monthly Reports: File review, Undertakings, Time & Billing
  • Scanning & Brief Facility
  • Alarms Search
  • Time & Billing Recording
  • Manage Complaints

Videos:
Stage 2 - Risk Management Functionality Watch video! 
New Undertaking register Watch video!
Key Docs/Will/Deeds Watch video!
Configuring Key Docs and Undertakings Watch video!
Conflict check and other setting Watch video!


For more information email info@expd8.com

"The is the best decision that we made over the past few years has been to install the eXpd8 hardware and software. The worst decision was that we did not do it earlier"

 Cathal Young, Young O'Reilly Solicitors.