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Description
The Client Conflict Check tool allows users to create personalized categories and default settings to ensure quick and precise data entry. It automatically searches for potential conflicts while you enter new case information, providing results in real-time as you type. This means clients won't experience long wait times during conflict checks. Being cloud-based means you can access Client Conflict Check from any location with internet connectivity. This service enables you to check for conflicts anywhere, anytime, on any device, around the clock. By utilizing state-of-the-art internet technologies such as SSL, encryption, PHP, HTML5, AJAX, and modern relational databases, Client Conflict Check guarantees a fast, secure, and dependable experience every time you log in. Developed by attorneys for their peers, this tool employs cutting-edge technology to ensure user-friendliness, swift and accurate results, and secure, continuous access to your information. Additionally, its seamless interface enhances productivity, allowing legal professionals to focus more on their cases rather than administrative tasks.
Description
CorpIntake is an automated web-based application for new business intake. It allows you to reduce risks and increase revenue through automating manual processes. Expedite file opening for existing and new clients. CorpIntake automates the data collection, conflict-checking, and approval process, and can be deployed on-premises or in Azure cloud.
CorpIntake is an application for client and matter intake with the following features.
1. Data collection with dynamic forms
2. Integration with existing systems
3. Conflict search and approval workflow
4. Auditing.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
3E
Active Directory
Microsoft 365
NetDocuments
iManage
Pricing Details
$199 per year
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
CC Check
Country
United States
Website
www.clientconflictcheck.com
Vendor Details
Company Name
PaayaTech Inc.
Founded
2007
Country
Canada
Website
paayatech.com/corpintake/
Product Features
Conflict Checking
Case Management
Client Database
Data Import / Export
Full Text Search
Indexing
Phonetic Search
Preemptive Conflicts Search
Relationship Tracking