Adaptive AMS
The catalog

Every app, and the word your requirements list uses

Every app shares the same records, so what one app knows, they all know, and each one takes the shape your mandate needs. Under every name is the category term a requirements list scans for, so this page maps onto yours.

The apps that run the member lifecycle

These carry registration and joining, renewal, continuing education, complaints, firms, the public register, and the work around them.

  • Portalself-service for the people you servemember self-serve portal
  • ContactsCRM, relationships across profilesCRM and data management
  • Applications & Registrationoversee submissions through approvallicensing
  • Renewalsstreamline continued member servicesrenewal management
  • CPDtrack learning activities by categorycontinuing education and competence
  • Events & PDregistrations for professional eventsevents management; attendance writes CPD entries; integrates an existing events platform first
  • Learningdeliver courses and mark the examlearning management; ethics modules, jurisprudence and online exams
  • Compliancecheck who meets the requirementsregulatory compliance
  • Complaints & Investigationscase management for investigationscase management
  • Firmsentity licensing and inspectionsfirm and entity licensing
  • Governanceboards, committees, working groupsboard and committee management; meetings, motions, referrals, elections, consultations
  • Public Registerpublic records and licence verificationlicence verification
  • Payments & Financerecord payments, track balances dueaccounting and payments
  • Communicationsreach target audiences with statsemail and correspondence management
  • Documentsmanage files with recordsdocument management
  • Formscollect data straight into recordsonline forms
  • Reports & Dashboardsbusiness intelligence and analytics
  • Workflow Automationlet routine steps run themselvesworkflow and task automation
  • Process Studioshape how work is doneprocess modelling and configuration

The apps that extend the catalog

These reach the wider work of a member organization: its communities, its directory, its awards, its website, its store, and the union and permit work some mandates carry.

  • Communitiesfoster connections, common interestschapters, sections, interest groups, volunteers
  • Agentsassistants that work under your rulesassistants working inside governed processes; every action human-approved with a recorded reason
  • Directoryhelp members find each othermember directory
  • Awards & Grantstake submissions through reviewapplication and review management
  • Website & Spacespublish pages in every languagewebsite management; multi-language content
  • Careerspost roles and take applicationsjob board
  • Storeoffer publications and merchandisee-commerce
  • Donationsraise funds and thank the giverfundraising
  • Sponsors, Exhibitors & Advertisingsell sponsorship and advertising spaceadvertising and sponsorship
  • Permitsissue permits to practisepermits to practise
  • Grievancescarry a grievance to a remedyunion case management
  • Localsgive each local its own workspaceunion locals

arriving in 2027 planned, sequenced by committed clients See when each one arrives