CorpIntake

CorpIntake

PaayaTech Inc.
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About

Customized, bilingual 24/7/365 call answering service that includes message taking, call forwarding, customer service, appointment scheduling, and more. Our law firm answering service screens potential clients based on your preferences and determine if they're qualified or need to be referred elsewhere. Legal intake specialists from our lawyer answering service take leads from initial contact to an e-signed contract, posting directly to your CRM or case management system with a legal answering service. Convert website visitors into new cases and communicate with clients wherever they are. Section background shape image. Respond to and capture high-volume TV, radio, and online advertising leads using our best-in-class solutions and processes. Live answering service with experienced intake specialists in the legal industry immediately respond to all inbound and outbound leads for your law practice and legal firm.

About

CorpIntake is a web-based new business intake (NBI) application tailored to your requirements, allowing you to reduce risk and increase revenue by automating your manual processes. Expedite the process of file opening for new and existing clients. CorpIntake automates data collection, conflict checking, and approval processes, and can be deployed both on-premise or on Azure cloud. CorpIntake is a client and matter intake application with the following features: 1. Data gathering with dynamic forms for opening a new client / matter. 2. Automatic email notifications to stakeholders. 3. Integration to existing systems like your marketing database, document management system, or accounting system. 4. Conflict search and approval workflow to automate specific processes for gathering matter / client information electronically. 5. Auditing at all steps of the process including data gathering and conflicts resolution that can be reviewed any time.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies of all sizes and enterprises in need of a solution to capture every lead and offer their clients 24/7/365 availability

Audience

Law Firm Owner, Lawyer, Assistant Lawyer, Chief Technology Officer, Chief Information Officer, Vice President Information Technology, Director of Information Technology, Information Technology Manager

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

No images available

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Alert Communications
Founded: 1965
United States
www.alertcommunications.com

Company Information

PaayaTech Inc.
Founded: 2007
Canada
paayatech.com/corpintake/

Alternatives

Alternatives

Clerx

Clerx

Clerx AI
SimplyConvert

SimplyConvert

SimplyConvert LLC
SimplyConvert

SimplyConvert

SimplyConvert LLC

Categories

Categories

Integrations

3E
8am CasePeer
Active Directory
Assembly Neos
Captorra
Clio
Filevine
GrowPath
Law Ruler
Lead Docket
Litify
Microsoft 365
NetDocuments
Salesforce
SmartAdvocate
Zapier
iManage

Integrations

3E
8am CasePeer
Active Directory
Assembly Neos
Captorra
Clio
Filevine
GrowPath
Law Ruler
Lead Docket
Litify
Microsoft 365
NetDocuments
Salesforce
SmartAdvocate
Zapier
iManage
Claim Alert Communications and update features and information
Claim Alert Communications and update features and information
Claim CorpIntake and update features and information
Claim CorpIntake and update features and information