Manage your daily practice, compliance requirements and billing needs, with Altis
With Altis you can manage every aspect of your business
Entity Management
With Altis you can manage the end-to-end corporate compliance and entity management process for several entities and have a full officials history.
Altis entity management also allows you to have a detailed share capital management with automatically generated holding percentages and structure diagrams in any share class or currency for any jurisdiction.
Furthermore, you can generate important reports such as Corporate Registers, Company Profiles but also your own customizable templates such as M&A, Resolutions, Minutes and more.
Practice Management
Managing your daily routine effectively is at the heart of what Altis offers. With Altis you can use the automatically generated checklist of tasks per service type or you can customize that per client or per service.
Never miss a deadline using a personalized dashboard for each member of the firm but also through comprehensive reporting regarding tasks that expire soon.
Know your Client (KYC)
Altis was built with the regulator’s requirements in mind. With the fully customizable questionnaire you can calculate your client’s level of risk using the Risk-Based Approach and formulate a follow up strategy based on risk levels.
Altis also helps you keep track of all the required documentation you have for each client type and send to you automatic notifications based on your document expiration policy.
Time & Billing
Altis offers a fully customizable Time keeping and Billing module which can work according to your firm’s needs. Working with units or time, different rates per client or group of companies or even with fixed cost clients, with Altis you can manage every aspect of your time spent per project or service.
With automatic WIP calculations and by keeping track of all unbilled work your billing routine will become a breeze. Easily drag time and expenses onto draft bills, approve them using seniority levels and issue them using your own branding.
Document Management
Through Altis you can build your firms online document repository for any client, being a physical person or legal entity. With full text search capabilities, custom tags and metadata, permissions and more, Altis offers a lightweight yet fully fledged Document Management module which can streamline your journey to a paperless firm.
Automatically created custom folder structures, automatically generated custom templates and also a query-based search capability allow for the quick and accurate retrieval of documents of any type.
A partner you can trust
Altis was created by Softline Computer Systems Ltd the creator of Zygos - Legal Practice Management Software currently in use by more than 200 law firms and fiduciary service providers.
Manage your business with Altis
Customizable
Altis' features and functionalities can be tailored to your firm's current workflows, permissions and branding.
User Friendly
We believe a software should empower users and not make them adjust. Altis is colorful, responsive and offered anywhere through the cloud.
Secure
Serving large corporate entities comes with great responsibility. Your data are safely stored in European territory, encrypted and are yours to extract at any time.