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Lead management

New feature0

1

Conflict search: display cases that may indicate conflict of interest

New feature0

1

Document assembly: automatic case assignment confirmation

New feature0

1

AML/KYC: built in AML/KYC control process

New feature0

1

Case comparison: first basic version

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1

Progress tracking

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1

Document repo

0

1

People registry

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1

Case registry

1

1

Counterpart registry

New feature1