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Streamline onboarding for your firm

Confidently onboard clients, matters, and employees with empower onboard.

empower onboard
project onboarding

Simplified client, matter, and project onboarding

empower onboard is designed to streamline your firm’s new business intake process.

Simplify compliance checks and conflict searches, automate task assignment, and get clear visibility into your intake process. Track your data easily with its AI-powered information retrieval platform, reduce data entry, and free your team from manual onboarding tasks.

A smooth intake process

Accelerate your new client intake process with empower onboard.

Faster onboarding

Streamline client, matter, and project onboarding with custom task templates and automated workflows. Reduce manual tasks, accelerate approvals, and get clients up and running faster, minimizing unbilled hours.

client onboarding
Improved compliance

Improved compliance

Maintain a complete audit trail of all actions and ensure adherence to compliance requirements with built-in checks for Anti-Money Laundering (AML) and conflicts of interest. Accurately assess potential risks, including creditworthiness, and protect your firm.

Enhanced visibility for all

Improve collaboration and break down silos with a centralized dashboard. Enable clear visibility into tasks, deadlines, and potential issues for everyone involved. This leads to smoother collaboration and informed decision-making.

enhanced collaboration
evergreen + empower

Good alone, great together

Designed specifically for project-based businesses, evergreen is the heart of empower solutions.

empower solutions draw data from the evergreen platform to bring users contextualized information based on their project roles and requirements.

More empower solutions for you to explore