New Matter Compliance Dashboard in Core

Created by Katy gosling, Modified on Fri, 8 Aug at 5:35 PM by Craig Mellon

We are pleased to announce the launch of our enhanced New Matter Compliance Dashboard in Core. This new tool has been designed to empower our teams with greater visibility and clarity as they manage conflict, AML, and sanction compliance checks during the matter opening process.


What's New?


Matter Pipeline Visibility

Instantly view the status of all new matters in the pipeline for greater transparency and easier management.


Compliance Check Metrics

Track the number and progress of compliance checks at each stage for more efficient and accurate reporting.


Waiting Times Monitoring

See how long matters remain in each compliance stage to quickly identify and resolve potential delays.


Detailed Matter Timelines

Access full timelines for individual matters, from initial submission to completion of compliance checks, for actionable insights and improved process tracking.


We encourage you to watch the demonstration video below, which shows off all the new features of the new matter compliance dashboard:




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