CorpIntake 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.

Integrations

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Company Details

Company:
PaayaTech Inc.
Year Founded:
2007
Headquarters:
Canada
Website:
paayatech.com/corpintake/
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Product Details

Platforms
Web-Based
On-Premises
Types of Training
Training Docs
Live Training (Online)
Webinars
In Person
Customer Support
Business Hours
Online Support

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