Powerful Solution that Automates the Paper Chase and Much More
With Elite WorkFlow, staff and professionals can eliminate time spent tracking paperwork and approvals, and focus efforts on the important work of servicing clients.
Firms traditionally process a wide variety of forms to record, route, collaborate on and approve work.
Elite WorkFlow saves valuable time by automating and standardizing business processes with established routing and password-based approval of electronic forms.
Processes such as new business approvals, conflict and malpractice checks, write-ups and write-downs can now be handled quickly and easily. Elite WorkFlow also provides a complete audit of authorizations, approvals and signatures, maintaining accountability and security.
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