Client matter inception

Free add-in for Visualfiles

Introducing our CMI add-in, available for all Visualfiles sites.

  • Flexible

    Our CMI add-in has been built to work with your existing processes (if you want to) giving you total flexibility.

  • Leading integrations

    Backed by Adobe Sign, Smartsearch and PayPal our CMI add-in not only makes it easier to comply with your CMI process but utilises leading technologies that can be used in other ways within your practice.

  • Easy reporting

    Work out what files are non-compliant, how long they have been open, who needs additional training and so on. Schedule email notices to department heads or fee-earners.

  • Free

    The CMI add-in is completely free for you to use and how you wish.

CMI add-in: how it works

1. Signed forms

2. AML checks

3. Monies on account

Send forms from within Visualfiles for your clients to update and sign. Parse data direct from completed forms back into Visualfiles. No more copy typing.

Carry out online AML checks and store the results within Visualfiles. Carry out spot checks on files to make sure they are up-to-date and still compliant.

Take payments online removing the need to take cheques to the bank or take confidential client card data.

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