Alplexio AG develops self-hosted software for regulated professionals, especially law firms and financial intermediaries. Its product portfolio includes Portus for AMLA client onboarding and Invenio for practice management, covering matters, documents, billing and payroll.
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AMLA onboarding software (Portus)
AMLA client onboarding with conflict checks, KYC, PEP and sanctions screening, beneficial owners, risk classification and ongoing monitoring; self-hosted or Swiss-hosted.
Practice management software (Invenio)
Practice management for matters, deadlines, documents, Swiss billing and accounting, payroll and HR, plus a client portal; with modules for IP firms.
Legal and IP deadline management
Matters, parties and deadlines in one file; rule-based docketing with firm-wide calendar, conflict and sanctions screening, plus IP radars for EP, annuity, IDS and PTA deadlines.
Document management and knowledge search
OCR-based full-text search, versioning, open-in-Word, docx comparison and grounded AI answers over the firm’s own documents; including secure document exchange in the portal.
Swiss billing and payroll
From time capture to Swiss QR invoices with pre-bills, billing runs, CAMT.054 reconciliation, dunning, DATEV and VAT export, plus complete Swiss payroll.
Client portal and access control
Client portal for cases, invoices and secure document exchange; role-based access from paralegal to partner, plus tamper-evident audit trails.
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