CorpIntake
CorpIntake streamlines the new business intake process by automating data collection, conflict checking, and approvals. This web-based application simplifies client and matter file openings, integrating seamlessly with existing systems like marketing databases and accounting software. Accessible via web or mobile, it enhances efficiency while minimizing manual data entry.
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Top CorpIntake Features
- Dynamic forms for data collection
- Automatic conflict checking
- Integration with existing systems
- Customizable approval workflows
- Automated email notifications
- Cloud or on-premise deployment
- Audit trail for all processes
- Mobile-friendly interface
- Mass SMS communication feature
- Centralized matter and client data
- Automated reporting capabilities
- User-friendly training materials
- Seamless Microsoft 365 integration
- Quick setup and deployment
- Elimination of manual data entry
- Real-time status tracking
- Centralized calendar management
- Document management integration
- Streamlined client onboarding process
- Personalized insights generation
