Partner Spotlight: inCase
Armalytix doesn’t just work directly with law firms. If it makes more sense for your business, we have partnered with a selection of best-in-class legal platform providers so you can still get all the advantages and quality of Armalytix, but through a wider service for your firm.
“The Armalytix product is best in class. And at inCase, we have built a business based on providing market leading technology to our law firms. Hence, it was an easy decision to partner with them to provide our law firms a market-leading source of funds product. We were even that impressed, we replaced our existing source of funds feature with it. Since working with Armalytix, we have not had one law firm need support for the checks, nor one firm decide to not use it after trialing it. That speaks massively to how brilliant the product and Armalytix team are. By partnering the Armalytix check with a law firms’ branded app, clients have a seamless experience which improves compliance and client satisfaction. It’s become a no brainer for our firms.”
Rob Hosier, Executive Director inCase
About inCase
inCase is an award-winning mobile application and software management company, specialising in solutions for legal professionals. With its client facing mobile app, it provides the technology, expertise and efficiencies for lawyers to provide the very best services to clients. inCase adds further value through its integration with the leading case management systems – meaning updates and communication becomes instant and continuous.
The aims of the partnership
Manual Source of Funds verification processes are time consuming, complicated and take lawyers away from the important work of the matter at hand. They also rely heavily on clients sending in the correct bank statements and other information in a timely manner. Armalytix and inCase came together to provide the solution to these issues, with both recognising the benefits of the client being able to complete the process and provide the required information quickly and digitally – all within the comfort and security of a law firm branded app.
What the inCase & Armalytix partnership achieved
The inCase solution reduces calls and allows cases to be completed quicker thus giving firms crucial additional capacity. Built by lawyers for lawyers, inCase, has been used by over 3,300 legal professionals and supported more than 230,000 law firm clients in the last 12 months. The intuitive mobile app makes communication easier between law firms, solicitors and their clients and has proven how technology can increase productivity and support practitioners to deliver exceptional legal services.
Armalytix acts as an important piece of that technology, ensuring inCase clients can get everything they need for Source of Funds faster, meet the ever-growing regulations and get traceable, auditable records of decisions and the rationale behind them.
What do the law firms themselves think?
Tom Parkinson Director at Rowlinsons Solicitors explains why the partnership matters for them:
“Armalytix is a great match for us as they are an extremely well-respected business and their relationship with inCase will ensure that our clients are able to easily, quickly and safely provide us with what we require digitally in respect of our AML due diligence, whilst providing our lawyers with confidence that they have the correct, authenticated information.”
To make the client experience as smooth as possible, Fidler & Pepper have integrated Armalytix into their InCase app. This was a key part of the project, as Naomi Mather MLRO at Fidler & Pepper explains,
‘Integration with our existing systems was crucial for us. We aimed to ensure that using Armalytix felt organic for our clients, smoothly blending into the overall client journey. Furthermore, integration with our internal case management system instilled confidence in our staff right from the beginning. This minimised the need for extensive training and downtime, enabling them to confidently navigate the system with new clients.’
