Manage, action and report on Matters throughout your organisation
Co-Flo Matter Management provides professional services teams an easy way to capture critical information. Create your own metadata easily and immediately report on it across Co-Flo and integrated systems. Co-Flo Matter Management brings Business Process Automation (BPA) to Professional Services in an easy to use interface that matches the specific needs of your business and departments.
Execute contracts accurately and expediently while staying ahead of deadlines, renewals and terminations
Co-Flo allows you to create and execute contracts with accuracy and efficiency using system driven data population and workflow management. Manage and track contracts automatically through the Contracts Dashboard and alerts – staying ahead of the curve and proactively managing the risk of potential breaches.
Draft documents rapidly with high accuracy and low-risk
Documents and correspondence are core instruments of most in-house corporate services. Legacy word processing and filing systems do little to manage risk and improve productivity. Enter Co-Flo Document Assembly. Co-Flo Document Assembly makes drafting documents a breeze – reducing drafting times from hours to minutes while significantly increasing the accuracy and relevance of the final product.
Manage your organisation effectively and wow your clients and customers with real insight
Co-Flo Business Intelligence and Dashboards provide the leading and lagging indicators to keep your finger on the pulse. Co-Flo’s intuitive UI allows bespoke dashboards to be tailored to your specific business and client requirements. No need to talk to technical support – Co-Flo charts and dashboards can be easily built and modified using our dynamic Designer Interface.
Triage, allocate, prioritise and manage your Requests effortlessly
Co-Flo Request Management is the gateway to automated request processing. Co-Flo’s web portal makes accessibility a breeze. The dynamic architecture allows full tailoring of submission requirements for any of your case types – ensuring nothing is left out. This, in turn, drives the “smart” allocation and prioritisation of the request.
Spend more time on value-adding tasks while mitigating risk
Leveraging its broad integration and rich metadata, Co-Flo can get your systems working for you. Whether it be automated document drafting, automated correspondence, or follow up reminders – Co-Flo can take menial and repetitive tasks of your plate so you can focus on real value. Add in automated alerts and case escalations to get Co-Flo proactively manage risk for you.
Built to seamlessly integrate with and compliment iManage Work
Co-Flo seamlessly integrates with iManage Work, the worlds leading document and email management system. Easily manage file notes on an Entity and Matter level, and generate tasks on a Client, Matter and Document level. Trigger workflows directly from iManage Work and automatically generate documents with the correct metadata into any workspace.