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Average Ratings 0 Ratings
Description
Counself Risk™, designed for legal, makes onboarding simple and ensures that due diligence is done correctly. Counself has a library of best-practice forms, questionnaires and documents for the legal industry. This will make it easier to streamline your compliance gathering and monitoring. Counself RFP™, which compares AFAs, helps increase price predictability and optimize costs for your legal department. You can host sealed bidding events, conduct conflict checks, attach custom forms, and documents to request information to as many firms as you wish, securely and separately. Because we know how important your data is, we place data security at the heart of everything we do.
Description
Quickly gather essential risk-related data for both new and existing business engagements using Intapp Intake. Expedite thorough due diligence with precision by employing contemporary business practices, which encompass dynamic risk-based questionnaires, workflows, and scoring models that seamlessly integrate with your existing systems and reliable third-party data sources. Enhance the speed and accuracy of information collection and risk evaluation. Ensure that your onboarding choices are in harmony with your firm's strategic objectives. Centralize the pivotal information and processes that safeguard your organization. Create improved workflows through dynamic forms and approval routing systems. Implement firm policies efficiently through the automated generation and gathering of engagement letters. Simplify the collection of external data for internal risk assessment activities, such as assessing lateral hires or anti-money laundering processes. Align onboarding decisions with your firm’s risk tolerance using clearly defined risk-scoring metrics. This integration not only facilitates compliance but also enhances the overall efficiency of your risk management procedures.
API Access
Has API
API Access
Has API
Integrations
Bureau van Dijk Review
D&B Connect
Microsoft 365
S&P Capital IQ Desktop
Integrations
Bureau van Dijk Review
D&B Connect
Microsoft 365
S&P Capital IQ Desktop
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Counself
Founded
2018
Country
United States
Website
counself.com/site/index
Vendor Details
Company Name
Intapp
Founded
2000
Country
United States
Website
www.intapp.com/intake/
Product Features
RFP
Bid Management
Collaboration
Content Management
Data Import / Export
Due Date Tracking
Knowledge Library
Progress Tracking
RFP Creation
RFP Responding
Requirements Management
Task Management
Templates
Vendor Management
Vendor Management
Audit Management
Contact Management
Customer Database
Self Service Portal
Supplier Master Data
Transaction History
Vendor Maintained Profiles
Vendor Managed Inventory
Vendor Performance Rating
Vendor Qualification Tracking