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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
Your team dedicates immense effort to resolve conflicts, register and manage new matters, all while ensuring adherence to regulatory compliance. Enhance their capabilities with an all-encompassing tool designed to boost their effectiveness and efficiency. By streamlining and standardizing your manual processes for onboarding new business, a versatile workflow engine can be utilized. The implementation of intelligent workflows simplifies compliance with AML and KYC regulations, making the process smoother. Speed up decision-making for new business by generating high-quality, centralized intake data, eliminating the need for cumbersome paper files and tedious review procedures. With a robust form builder, reporting tools, alert triggers, and capabilities for tracking the lifecycle of matters, you can integrate and scale essential policies seamlessly. A conflict management tool should align with your team's working style. Timely evaluations of your firm's potential business relationships demand flexibility and sophisticated analysis. Our Upfront solution delivers thorough due diligence equipped with intelligent filters, allowing for more informed decision-making. Ultimately, this approach not only enhances efficiency but also fosters a culture of informed and responsive business practices.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
3E
Active Directory
Google Cloud Platform
Microsoft 365
NetDocuments
SAP Cloud Platform
iManage
Integrations
3E
Active Directory
Google Cloud Platform
Microsoft 365
NetDocuments
SAP Cloud Platform
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
Fulcrum GT
Country
United States
Website
fulcrumgt.com/solutions/upfront