FLOW
FLOW
FLOW is a process platform that allows you to implement workflows in your company, in order to meet compliance requirements, or even information security requirements under the ISO27001 standard. Whether the answer to a process of Client Intake, Lawyer Onboarding, Conflict Check, KYC, among many others, you will find in FLOW the possibility to align the entire organization in the fulfillment of the processes.
Ensure compliance
Design processes tailored to your needs
Accelerate platform adoption with pre-configured processes such as KYC, Client Intake, Lawyer Onboarding
Flow is a BPM that allows you the concerted response of the entire organization in the execution of its processes. It already has a set of pre-designed models, such as KYC processes, Conflict Check, Client Intake or even Team Onboarding.
Benefits and features
The advantages of working with ROOX are that we know what you need, and in this sense FLOW has pre-established processes, which can be customised according to your company's reality, but which simplify and speed up the process.
- KYC
- Client Intake in JVRIS or other PMS
- Opening of files in JVRIS or other PMS
- Expenses
- Lawyer on Boarding
Take as an example a new file opening process in the company, in which it is decided to make it dependent on the non-existence of jumps over 90 days. Typically this information is circulated throughout the company, but at the time there will always be people who don't remember to do so, or even depend on others to do so. FLOW eliminates this problem, as employees only have to fill in the required data in the tasks that fall on their worklist, moving on to the next phase. In other words, from one minute to the next a process is changed on the platform and the user is informed of what to do based on the result.
- Facilitated distribution of processes
- Automatic integration with other platforms.
- Process compliance guarantee.
- Freeing up people for added value tasks.
Flow can be integrated with any platform, but already has integrations with the iManage and JVRIS platforms, and databases from Dun & Bradstreet and Bureau van Dijk.
- iManage Work 10 (Universal API)
- JVRIS API
- Dun & Bradstreet (REST)
- Bureau van Dijk (REST)
- InformaDB
Digital transformation means not only doing what used to be done analogically in a digital format, but also assessing whether that same work makes sense to be done. With FLOW you can accelerate your organization's digital transformation process, because you can interactively create, test and change processes, quickly and without any programming.
- Interactive digital transformation
- Compliance with organisational standards
- Elimination of non-conformities
- Shorter process execution times
- Less friction in the articulation between the team