Health Check
Easy regulatory compliance tracking for all your matters
Health Check is a new add-in tool for 3E MatterSphere that provides a powerful interface for accurately understanding and managing case compliance across your business. Designed to improve SRA/Lexcel compliance, Health Check provides real-time detail and overview level perspectives of of your risk status, with compliance summaries to suit all levels of the business.
Key Compliance Tracking Areas:
- Bespoke checks for specific work or client types
- Conflict checking
- Custom client & matter risk assessments
- Integration with finance systems for budget tracking
- Compulsory communications tracking
- Anti money laundering and other side checks
- Client ID verification checks
- Comprehensive and customisable searching and filtering