Moxo
Moxo’s service orchestration platform transforms complex B2B relationships into seamless experiences.
Business processes often fragment across departments, clients, vendors, and partners, creating inefficiency and risks. Our platform streamlines these workflows—turning disjointed experiences into smooth, efficient operations that reduce costs and enhance client satisfaction.
Moxo accelerates critical processes including client onboarding, document collection, and exception handling. The results: faster completion times, reduced compliance risks, and superior client experiences.
Leading institutions across financial services, consulting, legal, healthcare, and real estate—including Citibank and BNP Paribas —trust Moxo to orchestrate their mission-critical business relationships.
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Neota
Neota Logic® provides the control layer for legal AI. The company works with enterprise legal teams and law firms to orchestrate governed AI workflows, combining rules-based logic, AI, and human oversight to produce consistent, defensible outcomes at scale.
Neota Logic's platform supports the full spectrum of legal and business process orchestration: from contract automation and compliance advisory to claims management, risk assessment, onboarding, and document generation, among many others.
Headquartered in New York City, with offices in London and Melbourne, Neota Logic serves Fortune 500 legal departments and Global 250 law firms across North America, Europe, and Asia Pacific.
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CorpIntake
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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Intapp DealCloud
Discover, win, and execute new business with unified deal and relationship management . Capture, unify, and apply the collective intelligence that flows through your firm with one complete deal and relationship management platform. So much more than a CRM, Intapp DealCloud provides a single source of truth to help teams strengthen relationships, accurately track and forecast pipelines, and accelerate execution. AI-powered and purpose-built, DealCloud enables better performance for stronger growth. Discover and nurture network connections to identify quality opportunities and build a pipeline with unified firm and market insights. Multiply the effect of your professionals and eliminate frustration with the help of automated workflows and AI. Give your team the tools they need to execute and win more business, faster. Empower firm growth with Intapp DealCloud.
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