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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.
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.
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.
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.
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.
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.
We provide in-person and video training material to make sure everyone in your firm is up to speed with the implemented system
All our programs are easy to customize, tested thoroughly, and documented to be
deployed as quickly as possible.
