Audience
Law Firm Owner, Lawyer, Assistant Lawyer, Chief Technology Officer, Chief Information Officer, Vice President Information Technology, Director of Information Technology, Information Technology Manager
About CorpIntake
CorpIntake is a web-based new business intake (NBI) application tailored to your requirements, allowing you to reduce risk and increase revenue by automating your manual processes. Expedite the process of file opening for new and existing clients. CorpIntake automates data collection, conflict checking, and approval processes, and can be deployed both on-premise or on Azure cloud.
CorpIntake is a client and matter intake application with the following features:
1. Data gathering with dynamic forms for opening a new client / matter.
2. Automatic email notifications to stakeholders.
3. Integration to existing systems like your marketing database, document management system, or accounting system.
4. Conflict search and approval workflow to automate specific processes for gathering matter / client information electronically.
5. Auditing at all steps of the process including data gathering and conflicts resolution that can be reviewed any time.
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Integrations
Company Information
PaayaTech Inc.
Founded: 2007
Canada
paayatech.com/corpintake/
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Product Details
Platforms Supported
Cloud
On-Premises
Training
Documentation
Live Online
Webinars
In Person
Support
Phone Support
Online
