New Business Intake - SEO
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.
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.
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.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
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.
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legal matters when accepting a client case often involves multiple, disjointed applications (e.g. word processor) and outdated technology (hand-recorded notes).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.
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
