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

Reviews

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Company Details

Company:
PaayaTech Inc.
Year Founded:
2007
Headquarters:
Canada
Website:
paayatech.com/corpintake/
Update This Listing

Media

Get Started
Recommended Products
Auth0 B2B Essentials: SSO, MFA, and RBAC Built In Icon
Auth0 B2B Essentials: SSO, MFA, and RBAC Built In

Unlimited organizations, 3 enterprise SSO connections, role-based access control, and pro MFA included. Dev and prod tenants out of the box.

Auth0's B2B Essentials plan gives you everything you need to ship secure multi-tenant apps. Unlimited orgs, enterprise SSO, RBAC, audit log streaming, and higher auth and API limits included. Add on M2M tokens, enterprise MFA, or additional SSO connections as you scale.
Sign Up Free

Product Details

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

CorpIntake Features and Options

CorpIntake User Reviews

Write a Review
  • Previous
  • Next