CorpIntakePaayaTech Inc.
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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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About
Create a repeatable process you can set and forget with Lawmatics law office intake form templates. Spend time on the most valuable tasks and let your legal CRM handle your client intake and marketing efforts. Our CRM for lawyers enables you to not only connect with new clients, but re-engage with your collected database of past clients with law firm documentation automation. Keep your firm at arm’s reach for them when a new opportunity arises. Workflow automation for law firms is the simplest way to create a new stream of revenue! Implement automated follow-ups to ensure that you respond to potential clients immediately with our all-in-one legal CRM. Don't let anyone fall through the cracks. Your clients will be impressed by your organized and tech-savvy methods for handling their case from the minute they reach out to your firm. From easy & instant esign for legal documents, to automatic follow-ups, our software delivers a cutting-edge approach that will WOW your clients.
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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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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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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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Audience
Automation platform for growing law firms
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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 VideosNo images available
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Screenshots and Videos |
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Pricing
No information available.
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
Supported
Live Online
Supported
In Person
Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Company InformationPaayaTech Inc.
Founded: 2007
Canada
paayatech.com/corpintake/
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Company InformationLawmatics
United States
www.lawmatics.com
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Categories |
Categories |
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Law Practice Management Features
Billing & Invoicing
Not Supported
Calendar Management
Supported
Client Portal
Not Supported
Conflict Management
Supported
Contract Management
Not Supported
CRM
Not Supported
Document Management
Supported
Email Management
Supported
Legal Case Management
Not Supported
Task Management
Supported
Time Tracking
Not Supported
Trust Accounting
Not Supported
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Integrations
3E
Supported
Abby Connect
Not Supported
CARET Legal
Not Supported
Caseflood.ai
Not Supported
Chat Agents
Not Supported
DecisionVault
Not Supported
Eternal Pro
Not Supported
LawKPIs
Not Supported
Lexidesk
Not Supported
Made For Law
Not Supported
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Integrations
3E
Not Supported
Abby Connect
Supported
CARET Legal
Supported
Caseflood.ai
Supported
Chat Agents
Supported
DecisionVault
Supported
Eternal Pro
Supported
LawKPIs
Supported
Lexidesk
Supported
Made For Law
Supported
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