ConvergePoint Conflict of Interest Disclosure Description
The ConvergePoint Conflict of Interest Disclosure software provides an all-encompassing platform for handling COI disclosures and addressing conflicts that may arise in your organization. This user-friendly software enables employees to independently submit their disclosures for various activities, including those related to gifts and entertainment, while also allowing them to fulfill the annual disclosures mandated by the compliance department. Additionally, this ensures that organizations maintain transparency and adherence to ethical standards.
ConvergePoint Conflict of Interest Disclosure Alternatives
8am
8am is a unified, purpose-built platform for professional services firms—combining world-class tools for practice management, payments, automation, and compliance under one brand. The company’s ecosystem includes leading solutions such as LawPay for secure, next-day payments; MyCase and CasePeer for client and case management; DocketWise for immigration law automation; and CPACharge for accounting professionals. Together, these products streamline every stage of the client journey—from lead intake and scheduling to invoicing and analytics. 8am’s intelligent workflows help firms stay IOLTA-compliant, improve cash flow, and reduce administrative burdens, freeing professionals to focus on meaningful client work. Backed by enterprise-grade security and deep industry expertise, 8am provides reliability and peace of mind for regulated professionals. With over 20 years of innovation and partnerships with 175+ bar and professional associations, the company stands at the forefront of legal and financial technology. Whether you’re managing a small practice or scaling an enterprise firm, 8am delivers tailored solutions that drive productivity and client trust. By uniting technology and service, 8am helps professionals reclaim their day and achieve more with less effort.
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Skillcast
Skillcast Compliance Portal is a cloud-based platform that centralises compliance training and regulatory management in one system. It combines e-learning, policy versioning and attestations, staff declarations, compliance registers, CPD tracking, and event management.
Organisations can use Skillcast as their LMS or integrate its content into existing systems via Remote SCORM/xAPI. The built-in AI assistant, Aida, answers policy-aware questions, while integrations with HR and LXP platforms are supported through SCIM.
Hosted on Microsoft Azure, the portal meets ISO 27001, Cyber Essentials/Plus, and SOC 2 standards. Its course library includes over 400 modules covering topics like financial crime, GDPR, health & safety, and anti-bribery.
Prebuilt registers for Gifts & Hospitality, Whistleblowing, Data Breach, and RIDDOR come with configurable workflows. Designed for industries such as finance, manufacturing, hospitality, and retail, the portal offers multilingual, accessible delivery and a free trial.
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8am MyCase
8am MyCase provides a complete solution for managing your case files. It gives you the tools to improve organization, efficiency, and scale up your firm's operations. MyCase makes it easy to access all your case details, including documents, contacts, emails, tasks and invoices.
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RTG Conflicts
By inputting the names of potential clients and adversaries, RTG Conflicts identifies possible conflicts associated with those names. However, its capabilities extend beyond that basic function; it can also maintain detailed records about opposing parties, corporate executives, familial connections, and more. The amount of information you choose to provide directly influences how effectively RTG Conflicts can identify potential conflicts. This tool categorizes clients as parties, which can encompass individuals, businesses, or organizations, while matters refer to the specific cases or files linked to your clients' needs. Additionally, RTG Conflicts is capable of tracking relationships between these parties and their respective matters, enabling users to document details such as John Doe being an opponent in a specific case. Furthermore, RTG Conflicts Online is accessible to any firm that subscribes to RTG Bills Online, with no extra fees involved, enhancing its value as a comprehensive resource for managing legal conflicts. As a result, law firms can streamline their operations and improve their conflict-checking processes efficiently.
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Integrations
Company Details
Company:
ConvergePoint
Year Founded:
2001
Headquarters:
United States
Website:
www.convergepoint.com
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Product Details
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Web-Based
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Training Docs
Live Training (Online)
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Online Support
ConvergePoint Conflict of Interest Disclosure Features and Options
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