Party search
Save time.
Personal data is handled with GDPR and county privacy laws in mind, so access, retention and deletion requests are defined early. Before a new mandate, parties and related persons are compared with existing files. A possible conflict is flagged and the decision is recorded.
Names, companies and related persons are searched across all files and client records, including similar names. The person who assessed the result and the decision are recorded so the check can be shown later.
Save time.
Fewer errors.
In one record.
Traceable.
By e-mail we discuss your property, your workflows and your goals and agree on the scope.
We build the solution to fit your hotel and connect it to your existing systems.
We test with real workflows, train your team and only go live when everything is right.
The legal assessment of conflicts and professional rules are the practice’s responsibility; the system records the search result and decision.
Yes; spelling variants and former names are taken into account.
Client record for law and fiduciary offices in the U.S.: fixed NOK quote, MVA by county, GDPR-aware.
Learn moreCase files for law and fiduciary offices in the U.S.: fixed NOK quote, MVA by county, GDPR-aware.
Learn moreRoles and permissions for law and fiduciary offices in the U.S.: fixed NOK quote, MVA by county, GDPR-aware.
Learn more