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Compliance & Policy

Off-limits Management (Companies)

Apply and lift company-level off-limits to respect client agreements, time-boxed from defined milestones, with effective-date control and audit.

Handles exclusivity periods, client agreements, and relationship-based restrictions. Applied and lifted automatically based on configured milestones. Every change is logged with effective dates so your team always operates within agreed commercial terms.

Works on
Companies
Platform
Bullhorn and Invenias
Complexity
Moderate
Firm type
All firms
Includes
An embedded app in your CRM

Every automation is adapted to your rules and run by our team.