COI, AML, KYC from client and case intake

Contacts directory, relationship owners​

Rapid case handling with ease, role management, integration with document management system​

Timer, entry with narrative, workflow management​

Automatic and paperless invoicing, approval workflow, collections and monitoring via integrations​

Learnings and tasks tracked and managed​

Categorised segmentation and service levels, insights supporting efficient portfolio management and upsell​

CRM activities, leads, prospects and tasks management​

Referral insights, measurement of the value of networks and groups that law firm is a part of​

Referral management, opportunity to track recommendations​

Expertise database, performance support, metrics and KPIs​

Performance reporting, financial results ​

Pitches, mailing lists, submissions and referees library​

This list of features is not final and will continue to be developed together with the Crespect community