Thommessen built out a workflow using Neota’s no-code platform. This workflow was based on a form, including automatically importing pre-existing information from their CRM system, Salesforce. They also decided to initiate the matter onboarding process from Salesforce. An integration with the Norwegian company register was incorporated as a feature in the application. This way users were only required to input information that wasn’t currently residing in an existing database. Another feature of the application they built in the Neota platform was document automation to create the matter confirmation letter at the end of the process. The scope of the project was enhanced further by building in system support from anti-money laundering into both the Neota application and Salesforce.
- Increase efficiencies
- Ensure accuracy
- Build Partner confidence in automation