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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.
Description
Lexidesk is a specialized AI intake solution designed specifically for law firms that serve consumers, providing 24/7 support for phone calls and online inquiries. It engages in real conversations for intake, effectively qualifies and scores prospective clients, schedules consultations, transfers urgent issues immediately, follows up automatically, and integrates a well-organized summary into the firm's customer relationship management system.
Unlike traditional chatbots or phone trees, Lexidesk offers a cohesive reception and intake experience through seamless dialogue. It accommodates over 25 languages, identifies returning clients, and directs non-lead calls to the appropriate personnel.
With built-in integrations for platforms like Clio, HubSpot, Lawmatics, HighLevel, Calendly, and Acuity, as well as the ability to create custom webhooks for other applications, it ensures compatibility with various systems. The deployment suite enhances its functionality with agent versioning, AI simulation tests, and quick rollback features.
Onboarding is a premium, hands-on service that gets firms operational within just two to three days. Additionally, Lexidesk caters to various practice areas, including family law, immigration, criminal defense, personal injury, estate planning, and employment law, making it a versatile tool for diverse legal practices.
API Access
Has API
API Access
Has API
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Integrations
3E
Active Directory
Acuity Scheduling
Calendly
Clio
GoHighLevel
HubSpot CRM
Lawmatics
Microsoft 365
NetDocuments
Integrations
3E
Active Directory
Acuity Scheduling
Calendly
Clio
GoHighLevel
HubSpot CRM
Lawmatics
Microsoft 365
NetDocuments
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$500/month
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
PaayaTech Inc.
Founded
2007
Country
Canada
Website
paayatech.com/corpintake/
Vendor Details
Company Name
Lexidesk
Founded
2025
Country
United Kingdom
Website
lexidesk.ai/us