CARET Legal vs. CorpIntake Comparison


CARET Legal	CorpIntake PaayaTech Inc.	+	+
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About CARET Legal is the leading solution for legal professionals to manage their practice and create space for what matters, including delighting clients and maximizing billable time. From client intake, to matter management, to back-office reporting, CARET Legal helps you save time, increase team collaboration, increase accuracy, scale your business, and collect revenue faster than ever before.	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 Small and mid-sized law firms	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 View more images or 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 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software	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 CARET Legal Founded: 2015 United States caretlegal.com	Company Information PaayaTech Inc. Founded: 2007 Canada paayatech.com/corpintake/
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Clio Themis Solutions	Upfront New Business Intake Fulcrum GT
AbacusLaw Abacus Data Systems View All	GrowPath View All
Categories Family Law Immigration Law Firm Accounting Law Practice Management Legal Billing Legal Case Management Legal CRM Legal Intake Legal Time Tracking Personal Injury Law Trust Accounting	Categories Legal Intake
Show More Features Law Practice Management Features Billing & Invoicing Calendar Management Client Portal Conflict Management Contract Management CRM Document Management Email Management Legal Case Management Task Management Time Tracking Trust Accounting Legal Billing Features Accounting Management Automatic Billing Calendar Management Case Management Client Portal Document Management Expense Tracking Time Tracking Legal Case Management Features Billing Management Calendar Management Case Notes Client Management Communication Tracking Conflict Management Corporations Court Management Discovery Management Docket Management Document Management Expense Tracking Government Law Firms Records Management Task Management Time Tracking Trust Accounting Trust Accounting Features Accrual Accounting Activity Tracking Asset Gain & Loss Reporting Check Writing Compliance Management Cross Ledger Posting Customer Statements Fee Calculation & Posting Receipt Management Tax Management
Integrations Microsoft 365 NetDocuments 3E Active Directory Gmail Google Calendar LawToolBox Lawmatics Microsoft Outlook Microsoft Word Mitratech HotDocs QuickBooks Online RMail Worldox iManage Show More Integrations View All 12 Integrations	Integrations Microsoft 365 NetDocuments 3E Active Directory Gmail Google Calendar LawToolBox Lawmatics Microsoft Outlook Microsoft Word Mitratech HotDocs QuickBooks Online RMail Worldox iManage Show More Integrations View All 5 Integrations
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