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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
With more than two decades of experience in the field, our software expertly manages every facet of casework, including intake forms and scheduling. We enable you to boost your earnings while reducing the time spent on case file organization. Whether it's finding the Jones file in just 3.2 seconds or achieving complete paperless office functionality, Tritek stands at the forefront of law office case management solutions. Our dedicated in-house programming team develops a system that is not only dependable but also thorough and effective. This commitment to innovation ensures that your law office operates smoothly and efficiently, allowing you to focus on what truly matters—your clients.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
3E
Active Directory
Microsoft 365
NetDocuments
iManage
Pricing Details
No price information available.
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
PaayaTech Inc.
Founded
2007
Country
Canada
Website
paayatech.com/corpintake/
Vendor Details
Company Name
Tritek Case Management
Website
www.gotritek.com
Product Features
Product Features
Legal Case Management
Billing Management
Calendar Management
Case Notes
Client Management
Communication Tracking
Conflict Management
Corporations
Court Management
Discovery Management
Docket Management
Document Management
Expense Tracking
Government
Law Firms
Records Management
Task Management
Time Tracking
Trust Accounting
