Smart Forms Templates
Streamline your repetitive tasks with customizable form templates. Monitor progress and manage responses from multiple forms, all from a centralized and user-friendly dashboard.
Set up automatic email reminders to follow up with your clients.
Incorporate electronic signatures as needed at the end of your processes.
Leverage decision-tree or branching questions to ask only the necessary queries and skip the rest.
Profiles - Legal CRM
Manage all your operations by centralising all your legal data:
Create flexible and fast query databases for your legal documents.
Set up alerts for reviewing due dates, ensuring you never miss important deadlines.
Solve cases where you require a robust system to manage your KYC, or use cases where you need a higher level of control and automation for your active and expired contracts.
Document Generation
Transform gathered data into a final contract or document and categorize it within Parallel Profiles.
You and your clients can conveniently sign your documents, with the flexibility to export them to multiple platforms through seamless integrations.
Performance Reports
Track key performance metrics of your processes and monitor their progression over time. With our comprehensive reporting, you can:
Identify opportunities to streamline your process timelines.
Detect your client's most sensitive phases and optimize their experience.
Assess your team's workload volume and distribute tasks efficiently.
Gain valuable business-related insights to facilitate strategic decision-making.
