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Michelin, an e2open customer evaluated Oracle Transportation Management

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

List of ClientFlow Document Production Customers

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Logo Customer Industry Empl. Revenue Country Vendor Application Category When SI Insight Insight Source
Credit Legal Pro South Africa Banking and Financial Services 50 $2M South Africa Clientflow ClientFlow Document Production Document Management 2023 n/a In 2023, Credit Legal Pro South Africa deployed ClientFlow Document Production as a Document Management solution, with the purchase and go live estimated in 2023 under a SaaS delivery model supporting debt-resolution and legal services. The implementation was scoped to automate document generation and centralize client record management for the firm’s finance, legal, and CRM processes in South Africa. Implementation centered on the Document Production and document management capabilities within ClientFlow Document Production, configuring template-driven document assembly, automated population of client data, and standardized document workflows. The configuration emphasized reusable templates, metadata tagging, and automated routing to reduce manual document assembly steps for case files and client correspondence. Operational coverage included collections and legal teams handling debt-resolution cases, with deployment treated as a cloud-hosted Document Management platform providing multi-user access and centralized storage. Governance workstreams established template ownership, intake data capture procedures, and role-based permissions to align document workflow routing with existing case management practices. Rollout activities included template standardization and procedural updates to capture structured client data during onboarding, combined with phased configuration of document production workflows. The deployment improved document workflows and client onboarding processes as part of Credit Legal Pro South Africa’s document operations.
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