Onboarding New Sender/Client

Consult on tools to automate the inception of new case placements, including import of media and financial transactions.

To help your firm onboard a new Sender/Client that has complex requirements, our vPro will review the standards and requirements provided to your firm by the Sender. Our vPro will help you to understand these requirements and which tools to use to optimize efficiency and results. Based on our industry knowledge and experience we will help devise a strategy to complete the onboarding process.

By the end of the session, you will have a clear path on what modules/tools to use within the application to help automate the inception of new case placements, including import of media and financial transactions. You will be advised on how to approach the automation of any maintenance or reports required by the Sender post placement. You will also have the opportunity to ask questions about the documentation provided by the Sender to help you relate it to the processes in the application.