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.