A Legal New-Business Intake (NBI) Application
Tailored to Your Requirements

Reduce risk and increase revenue by automating your manual processes

CorpIntake is a web-based client and matter intake application that expedites the process of
file opening for new and existing clients. It automates data collection, conflict
checking, and approval processes.

CorpIntake can be deployed both on-premise or on Azure cloud.

Features

Data Gathering with Dynamic Forms

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

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

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).

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.

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.

Reducing Risk

Streamline and automate the process of matter creation, conflicts checking, approval and refusal processes, and auditing. This that results in removal of manual, paper intensive processes, and eliminates duplicate data entry.

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.

Training

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

Production Ready

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

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 is our web-based client and matter intake application that expedites the process of file opening for new and existing clients by automating the data collection and conflicts check and approval process.

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 these manual procedures and consolidates all your matter-related data into one platform.

Some of our Clients

Dykema

Ogletree Deakins

Torkin Manes LLP

Sunlife

Susman Godfrey LLP

Cassels

Ontario Dispute Adjudication for Construction Contracts

Torys

McCague Borlack LLP

Bennett Jones

Toronto Dominion Bank

Goodmans LLP

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