upfront_whitetext (2)
A modern intake and risk platform built for the way law firms work today
 

Firms are facing more pressure than ever to make intake and risk decisions quickly, consistently and with complete confidence. Upfront gives firms a single, connected environment for AML, KYC, conflicts and matter intake so teams can work with clarity instead of chasing information across multiple systems.

Upfront removes friction from every stage of the process. It captures clean, reliable intake data, streamlines reviews with guided workflows and gives risk teams the visibility they need to act early and decisively. Whether the focus is regulatory compliance, client expectations or internal accountability, Upfront provides a unified architecture that supports both speed and defensibility.

Why firms choose Upfront:

One Connected Process

Bring AML, KYC, conflicts and intake into one platform. No more siloed reviews, repeated data entry or inconsistent decisions across teams. 

 

Faster & Smarter Decision Making

Parallel workflows, clear task ownership and strong reporting allow teams to identify issues sooner and move matters forward without delay.

High Quality Information

Upfront ensures reviewers work from accurate, complete and consistent data. This reduces risk exposure and eliminates time spent chasing missing information.

Mobile Ready

Review requests, complete tasks and run conflict searches from any device. Upfront supports productivity wherever your team works.

Configured to your Firm

Upfront adapts to the way each firm practices. Policies, forms, workflows and approvals can be tailored without heavy technical effort, ensuring the system reflects the firm’s real risk posture.

Defensible Transparent Process

Parallel workflows, clear task ownership and strong reporting allow teams to identify issues sooner and move matters forward without delay.

What Upfront Enables:

  • Faster onboarding of clients and matters
  • Reduced administrative burden on fee earners
  • Stronger compliance alignment across jurisdictions
  • Consistent reviews with fewer exceptions
  • Better collaboration across risk, conflicts, intake and business services
  • A long term platform that evolves with changing regulations
upfront wheel

Explore how modern intake and risk should work

Firms across the market are modernising their intake and risk frameworks to meet the demands of 2026 and beyond. Upfront provides the architecture that makes this possible.

Upfront Explainer Video

0+

Solutions

0+

API's / Enterprise Robust Framework

0+

Countries

0

Users Globally

Our Numbers Say It All!

 

 

Hear what our clients have to say

AdobeStock_229352583 [Converted]-05

Fulcrum GT "allowed us to work together as one committed, truly collaborative, emotionally connected team. The closest I've come to that before was in my work as a litigator."

Simon Levine

CO-CEO, DLA PIPER

AdobeStock_229352583 [Converted]-05

“If you want to compete as a global law firm and run your business the way you want, there is only one choice to do that and serve your clients well; you must go with Fulcrum’s solution… This platform is the next generation in the business of law.”

Julian Lee

CFO, Eversheds Sutherland

AdobeStock_229352583 [Converted]-05

"Anyone who wants to run a global firm and compete the way they want to can only do it with Fulcrum”

Global CFO

Magic Circle Firm

AdobeStock_229352583 [Converted]-05

"We selected Fulcrum and SAP because we needed our financial operations to work as seamlessly and efficiently as our professionals when representing clients”

Chief Operations Officer

AMLAW 200