Parallel

Parallel is a platform designed to streamline digital workflows, automate document processes, and facilitate secure collaboration through electronic signatures. According to the vendor, it caters to businesses of all sizes, offering a centralized and efficient approach to managing documents and improving productivity. Parallel is commonly used by various professions and industries, including legal professionals, human resources departments, sales and marketing teams, finance and accounting professionals, and operations teams.

Key Features

Smart Forms Templates: According to the vendor, users can streamline repetitive tasks with customizable form templates. They can monitor progress and manage responses from multiple forms in a centralized dashboard. Additionally, they have the option to set up automatic email reminders to follow up with clients.

Profiles - Legal CRM: The vendor states that Parallel allows users to manage all legal operations by centralizing data in profiles. They can create flexible and fast query databases for legal documents and set up alerts for reviewing due dates and important deadlines. Users can also manage KYC (Know Your Customer) processes and automate contract management.

Document Generation: According to the vendor, Parallel enables users to transform gathered data into final contracts or documents. They can categorize and store documents within Parallel Profiles and conveniently sign documents themselves and with their clients. The product also offers seamless integrations for exporting documents to multiple platforms.

Performance Reports: Parallel allows users to track key performance metrics of processes, according to the vendor. They can monitor progression and identify opportunities for streamlining timelines. Users can optimize client experience by identifying sensitive phases and assess team workload volume to distribute tasks efficiently.

SEPA Basic Direct Debit Mandate (CORE): The vendor states that users can create and manage SEPA direct debit mandates in a standardized and efficient manner.

Templates for Compliance: Parallel provides templates for compliance purposes, such as customer identification for the prevention of money laundering, according to the vendor.

Templates for Customer Service: According to the vendor, users can utilize templates for customer service purposes, including customer satisfaction evaluation forms.

Templates for Finance: The vendor states that Parallel offers templates for finance-related tasks, such as company expense reimbursement forms.

Templates for General Management: According to the vendor, users can access templates for general management tasks, such as financial KPIs reporting.

Templates for HR: Parallel provides templates for human resources (HR) tasks, including employee onboarding information and self-evaluation forms, according to the vendor.