The easier way to manage due-diligence.

Client due diligence is a critical process within a law firm, as it involves gathering and verifying crucial information about clients to ensure compliance with legal and regulatory requirements. By conducting thorough due diligence, law firms can identify potential risks, conflicts of interest, or suspicious activities, which helps to protect the firm from legal, financial, and reputational harm.

With PracticeEvolve, law firms can deliver exceptional client service, as they can focus on providing high-quality legal advice and representation while having the necessary tools and systems in place to effectively manage client due diligence obligations.

Sophisticated software, delivering efficiencies to law firms.

Sophisticated software, delivering efficiencies to law firms

VOI Checks Through InfoTrackID

InfoTrackID integration with PracticeEvolve offers law firms a convenient way to order VOI for contacts. Completed VOI reports are automatically saved in the corresponding PracticeEvolve matter, ensuring easy access. This streamlined workflow saves time, ensures compliance, and benefits firms handling business, conveyancing, leasing, and mortgage matters. Tracking VOI status and effortless renewals further enhances efficiency and simplifies the verification process.

Conflict Checks

PracticeEvolve enables efficient management and execution of conflict checks, enhancing compliance and mitigating conflicts of interest. With advanced search capabilities, users can conduct thorough searches and effortlessly save results, along with relevant notes, directly to matters. Additionally, PracticeEvolve generates consolidated PDF documents for future reference, streamlining the process, improving accuracy, and providing comprehensive conflict assessment records for law firms.