New Business Intake - SEO

A Legal New-Business Intake (NBI) Application.
Tailored to Your Requirements.
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A Legal New-Business Intake (NBI) Application.
Reduce risk and increase revenue by automating your manual processes.
Request a Demo
A Legal New-Business Intake (NBI) Application.
Conflict Search & Approval Workflow.
Request a Demo
A Legal New-Business Intake (NBI) Application.
Data Gathering with Dynamic Forms.
Request a Demo
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OVERVIEW

CorpIntake is a web-based new business intake application that expedites client and matter file opening process for both new and existing clients. It automates data collection, conflict checking, and approval processes. CorpIntake can be deployed both on-premise or on Azure Cloud.

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new business intake application

Features

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Data Gathering with Dynamic Forms

Electronically collect client, matter , and billing information when opening a new business intake or matter intake.

The forms start with minimum questions to answer and dynamically add additional questions as the user goes through the form.

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Integration to your Existing Systems

Thanks to our systems connector, your other systems can easily be integrated to read or feed the information. Systems such as the Marketing database, DMS (Document Management System), or Accounting System (e.g. 3E).

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Conflict Search & Approval Workflow

We use our BPM (Business
Process Management) and
workflow engine to automate your firm’s specific processes for gathering matter/client information electronically. 

You can post them to search for conflicts, and following up with attorneys to clear the conflicts search results.

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Integrated to 3E

It is integrated with the Thomson
Reuters 3E (AKA Elite) Accounting System to import data automatically. 

It also expedites file opening process by eliminating manual data-entry and automating the matter and client records creation in 3E.

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Reducing Risk

Streamline and automate new business intake with efficient matter creation, conflict checking, approvals, refusals, and auditing, while removing manual paper intensive tasks and eliminating duplicate data entry.
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Auditing

All steps of the process including data gathering and conflicts resolution are logged and can be reviewed  any time.

Therefore, there will be no need to carry lots of paper around; just a web browser or a mobile phone would suffice.

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practice

Training

We provide in-person and video training material to make sure everyone in your firm is up to speed with the implemented system.

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Production Ready

All our programs are easy to customize, tested thoroughly, and documented to be
deployed as quickly as possible.

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Support and Updates

We will be with you every step of the way through implementation and afterwards making sure that your system stays up to date with any process changes you require.

CorpIntake Expedites

Your Client Intake Procedures.

Collecting information relating to client and legal matters when accepting a client case often involves multiple, disjointed applications (e.g. word processor) and outdated technology (hand-recorded notes). The result is scattered information across multiple files or programs, which slows down productivity while increasing administration costs.

CorpIntake digitizes new business intake procedures that are manual and consolidates all your matter-related data into one platform.

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Some of our Clients

Dykema

Dykema

ogletree deakins

Ogletree Deakins

torkin manes llp

Torkin Manes LLP

sunlife logo

Sunlife

Susman Godfrey

Susman Godfrey LLP

cassels

Cassels

ODACC

Ontario Dispute Adjudication for Construction Contracts

Torys LLP

Torys

McCague LLP

McCague Borlack LLP

Bennett Jones

Bennett Jones

TD

Toronto Dominion Bank

Goodmans

Goodmans LLP