LEAP simplifies how you conduct conflict of interest checks. Just enter a name, and LEAP will check all clients, matters, contacts and documents for potential conflicts in a single click, creating an indelible, reportable record to prove compliance with your regulatory obligations and eliminate risk when onboarding new clients. It offers a more streamlined solution than conducting manual checks, automatically updating the Compliance table and searching against Previous and Maiden Names, something the Card search alone cannot do.
Learn more by watching our free University lesson or reading our HelpCentre article. If you’d like assistance with adopting the app, please contact Ian Wilkinson in our Product Team.
