Book a demo
← All automations

Compliance & Policy

Off-limits Management (Contacts)

Apply and lift contact off-limits based on client relationships and placement outcomes, with effective-date control and audit.

Time-boxes off-limits from defined milestones, typically placement start or exclusivity periods. Lifts automatically when the window closes. Every change is logged with effective dates so your team always operates within agreed policy.

Works on
Contacts
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.