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Zylpha Announces Free Client Matter Inception Plugin for Visualfiles

Thursday, November 10, 2016 8:35
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Zylpha ( the UK’s leading legal systems innovator, has announced the launch of a Client Matter Inception (CMI) plugin, which will be available free to all users of the LexisNexis Visualfiles case management system. CMI is the preliminary step for all law firms, either acting for new clients or when representing existing clients in a new matter. The process aids compliance with the Legal Services Act, helping to avoid potential conflicts of interest and adhering to anti-money laundering regulations. By using the new plugin, practices can speed up the ‘on-boarding’ process and capture all client data accurately and consistently.

The latest addition to a wide range of Zylpha solutions, the CMI plugin has been built so that it can either be used on its own within Visualfiles, or as a platform for further enhancements through other existing Visualfiles integrations including: Adobe Sign, PayPal and SmartSearch.

Commenting on the launch Zylpha’s CEO Tim Long noted, “With our experience of legal IT and our work with client facing legal teams, we understand the frustrations of managing Client Matter Inception effectively. So, as a product of our extensive development of Visualfiles integrations, we saw the opportunity to give something back to the LexisNexis community that we have been part of for many years. Hence it needed to be easy to integrate for all and it needed to be free.”

Nigel Williams, the Visualfiles Product Manager at LexisNexis, was enthusiastic about Zylpha’s approach, “We’re fully supportive of the solutions that our partners bring to the Visualfiles community. Offering a free CMI add-in is a great way to get organisations to think about how Visualfiles can help in this vitally important area. I’m sure that the Visualfiles community will appreciate this as a genuine gesture from a company that is a respected name in the Visualfiles world.”

The new integration was first demonstrated as part of a Client Matter Inception webinar held on the 6th September. To view a recording of the webinar, click here:

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