ESM for Legal and Compliance 

Keep everything tracked and moving along.

Improve Team Collaboration and Support

Create a centralized hub with service requests to manage anything from policy or contract review to employee relations. Easily make custom forms with dynamic fields and embed these into the employee portal. Create custom workflows and automation with back-end system integrations. Gain a single view of all requests, status updates and assigned owners.

 

One Enterprise Service Hub

Legal and compliance teams can manage requests for internal support, contract review, policy review, customer inquiries and bigger projects like data policy updates – all in one centralized hub. Use custom forms, fields and workflows with highly customizable permission settings with secured fields and views.

Easily Build Approval Workflows

In legal and compliance there are a lot of touchpoints and review processes. You can easily use the drag-and-drop workflow builder to create simple or complex steps that include approvals and escalation points based on end-user inputs or even back-end system data. Easily build out automations that can update system data, send notifications or even send documents automatically with tracking.

Integrate with Backend Systems

Your ESM solution should be a hub – a place where all end-users go for support. You’ll want the platform to integrate with backend ERP systems (among others). With an underlying integration layer, you can do this – giving your end-users all of the custom forms in one portal while integrating with enterprise systems as well as tools like DocuSign for a streamlined experience in one platform.

 

One View for All Requests

Create custom legal and compliance workspaces with a view into all requests, inquiries, contract reviews, security reviews, project requests, timelines and more. Leverage a single portal for employees with custom forms and workflows, distribute documents and integrate with back-end systems. With a centralized hub for all legal and compliance activities, you can improve employee interactions.

 

Legal and Compliance Portal

  • Departmental level administration
  • Create custom forms, fields and workflows
  • Dedicated end-user portal with integration and workflow
  • Create a knowledge base for common questions
  • Integrate with backend facilities and enterprise systems
  • No-code automation and workflow building
  • Create automated notifications and escalation paths
  • Manage review cycles, employee inquiries and reports
I like the platform’s lightweight nature and ability to scale with our needs.

Mark Dittenber

Director of IT
Nutrabolt

Explore the platform.

Create a personalized experience through system integration, custom forms and workflow automation to take action.

Manage everything from requests for contract review to more complicated compliance reporting with workflows.

Deploy a single employee hub with easy access to all key information.  Create request forms with automation.

Use custom forms, fields and workflows to create a marketing request hub.  Leverage PPM for project tracking in one place.

Connect to enterprise systems via a central integration hub.  Build out workflows and automation without coding.

Serve your customers via multi-channel conversational AI – improve interpretation, pair answers and take action.

TeamDynamix awards & accolades.

G2 Higher Performer
InfoTech Emotional Footprint
Gartner ITSM quadrant customer choice
InfoTech Quadrant
G2 Best Support

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