CorpIntakePaayaTech Inc.
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Related Products
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About
CaseFox is a cloud-based legal billing and case management software for law firms, attorneys, CPAs, consultants, investigators, and corporate legal teams. It streamlines vital workflows like case/client/document management, timekeeping & expense tracking, billing/payments, and client intake forms. Now with AI-powered document generation and analysis, users can generate contracts, NDAs, and legal drafts easily.
Seamlessly integrate with top tools like PayPal, LawPay, QuickBooks, Xero, Dropbox, Google Drive, G-Suite, Box, Office 365, and calendar apps. For larger teams, CaseFox offers Enterprise Legal Management (ELM) solutions, including custom software development and white-label services, to automate daily tasks and boost firm-wide productivity.
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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.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Law firms, solo lawyers, legal enterprises, CPAs, counsels, in-house legal teams, legal departments, and other legal professionals
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Audience
Law Firm Owner, Lawyer, Assistant Lawyer, Chief Technology Officer, Chief Information Officer, Vice President Information Technology, Director of Information Technology, Information Technology Manager
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and VideosNo images available
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Pricing
$45 Monthly & $39 Yearly
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationCaseFox
Founded: 2010
United States
www.casefox.com
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Company InformationPaayaTech Inc.
Founded: 2007
Canada
paayatech.com/corpintake/
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Categories |
Categories |
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Conflict Checking Features
Case Management
Client Database
Data Import / Export
Full Text Search
Indexing
Phonetic Search
Preemptive Conflicts Search
Relationship Tracking
Enterprise Legal Management (ELM) Features
Contract Lifecycle Management
Document Management
eDiscovery
Legal Automation
Legal e-Billing
Legal Spend Management
Matter Management
Reporting / Analytics
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 Calendar Features
Case Defined Timekeepers
Completion Tracking
Conflict Management
Multi-Office
Reminders
Rules-Based Scheduling
Staff Calendar
Status Tracking
Task Management
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
Legal Document Management Features
Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Indexing
Document Tagging
Full Text Search
Version Control
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Integrations
3E
8am LawPay
Active Directory
Box
Dropbox
Google Calendar
Google Docs
Google Drive
Keap
Microsoft 365
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Integrations
3E
8am LawPay
Active Directory
Box
Dropbox
Google Calendar
Google Docs
Google Drive
Keap
Microsoft 365
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