When you unpack the client take-on process you identify four forces:-

  • The client wants the firm to start work immediately once they have given the go-ahead.
  • The Government wants the firm to carry out a series of regulatory compliance checks.
  • The firm wants to understand the risk of working with the client on the service.
  • Everybody wants the process to be as cost-effective as possible.

Enter SymphonyCRM, a fully integrated software platform for legal and accountancy firms that ensures processes and rules are adhered to. While a client take-on module offers robust automation between internal and external systems.

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