CorpIntakePaayaTech Inc.
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Related Products
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About
CloudLex is one connected ecosystem, purpose-built for plaintiff personal injury law firms. Its four pillars work on the same case from accident to resolution, holding the whole practice in one place. Inside CloudLex, the Platform, Lexee AI, and Paralegal Services work on one case rather than copies passed between systems. Take any one away, and the others get weaker.
Platform: intake, matters, documents, deadlines, reporting, and settlement in one HIPAA-compliant system of record built specifically for PI.
Lexee AI: built into the Platform, working from your complete case file: demand drafting, medical chronologies and summaries, 24/7 client assistance, and chat with your case.
Paralegal Services: PI-trained specialists handling records retrieval, chronologies, and indexing inside your case files.
Voices of PI: a community celebrating the plaintiff attorneys who fight for justice.
One ecosystem, one partner, one login. Trusted by PI firms nationwide.
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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
Supported
Mac
Supported
Linux
Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Supported
iPad
Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
Owners, Managing Partners, Partners, Attorneys, Paralegals, Office Managers, and other staff of Personal injury law firms in the US.
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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
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and VideosNo images available
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PricingContact Us to Discuss
Free Version
Not Supported
Free Trial
Not Supported
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Supported
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
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Company InformationCloudLex
Founded: 2015
United States
www.cloudlex.com
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Company InformationPaayaTech Inc.
Founded: 2007
Canada
paayatech.com/corpintake/
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Categories |
Categories |
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Law Practice Management Features
Billing & Invoicing
Not Supported
Calendar Management
Supported
Client Portal
Supported
Conflict Management
Supported
Contract Management
Not Supported
CRM
Supported
Document Management
Supported
Email Management
Supported
Legal Case Management
Supported
Task Management
Supported
Time Tracking
Not Supported
Trust Accounting
Not Supported
Legal Calendar Features
Case Defined Timekeepers
Not Supported
Completion Tracking
Supported
Conflict Management
Supported
Multi-Office
Supported
Reminders
Supported
Rules-Based Scheduling
Not Supported
Staff Calendar
Supported
Status Tracking
Supported
Task Management
Supported
Legal Case Management Features
Billing Management
Not Supported
Calendar Management
Supported
Case Notes
Supported
Client Management
Supported
Communication Tracking
Supported
Conflict Management
Supported
Corporations
Not Supported
Court Management
Supported
Discovery Management
Supported
Docket Management
Supported
Document Management
Supported
Expense Tracking
Supported
Government
Not Supported
Law Firms
Supported
Records Management
Supported
Task Management
Supported
Time Tracking
Not Supported
Trust Accounting
Not Supported
Legal Document Management Features
Access Controls
Supported
Archiving & Retention
Supported
Collaboration
Supported
Contract Management
Not Supported
Document Assembly
Supported
Document Indexing
Supported
Document Tagging
Supported
Full Text Search
Supported
Version Control
Supported
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Integrations
Microsoft 365
Supported
3E
Not Supported
Active Directory
Not Supported
Dropbox
Supported
Google Calendar
Supported
Google Drive
Supported
Microsoft OneDrive
Supported
Microsoft Outlook
Supported
Microsoft Word
Supported
NetDocuments
Not Supported
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Integrations
Microsoft 365
Supported
3E
Supported
Active Directory
Supported
Dropbox
Not Supported
Google Calendar
Not Supported
Google Drive
Not Supported
Microsoft OneDrive
Not Supported
Microsoft Outlook
Not Supported
Microsoft Word
Not Supported
NetDocuments
Supported
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