Referral approval workflows for compliance
Configure multi-step approval rules by partner, team, or risk level. Ensure proper oversight and sign-off before referrals proceed to protect your firm.
Configure multi-step approval rules by partner, team, or risk level. Ensure proper oversight and sign-off before referrals proceed. Every approval decision is logged with timestamps for a complete audit trail.
Key Benefits
- Configurable approval rules by partner or team
- Multi-step sign-off workflows
- Risk-based approval routing
- Logged approval decisions with timestamps
Built For
- Compliance officers
- Senior partners requiring referral oversight
- Regulated firms needing approval trails