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Running the back office from a Barron’s Top 10 RIA to Am Law 100 firms.
Am Law 100Automated 150 conflict checks a day.
Barron's Top 10 RIATripled its advisor count without expanding operations.
- Documents filed or processed
- 53,000+
- Client emails handled
- 27,000+
- Extraction accuracy over 1,000+ runs
- 98%+