OVERVIEW
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
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.Â
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.Â
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
CorpIntake Expedites
Your Client Intake procedures
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
