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Average Ratings 0 Ratings

Total
ease
features
design
support

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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

Law Ruler is a reliable software solution for legal customer relationship management (CRM), and case intake. Law Ruler was designed for law firms and features tools and capabilities that allow users to automate the intake process, increase lead generation and conversion rates. Law Ruler's key features include call tracking phone numbers and automated email and SMS messages. It also allows for customizable online intake forms and e-signature integration. Practice management software integrations are also available.

API Access

Has API

API Access

Has API

Screenshots View All

No images available

Screenshots View All

Integrations

Microsoft 365
3E
ApexChat
CallRail
Clio
Docusign
Dropbox Sign
Facebook
Google
Google Analytics
Microsoft Azure
Microsoft Excel
Microsoft Outlook
Microsoft PowerPoint
Microsoft Word
NetDocuments
QuickBooks Online
SmartAdvocate
Zapier
iManage

Integrations

Microsoft 365
3E
ApexChat
CallRail
Clio
Docusign
Dropbox Sign
Facebook
Google
Google Analytics
Microsoft Azure
Microsoft Excel
Microsoft Outlook
Microsoft PowerPoint
Microsoft Word
NetDocuments
QuickBooks Online
SmartAdvocate
Zapier
iManage

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$89/user/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

ProfitSolv

Founded

2020

Country

United States

Website

www.lawruler.com

Product Features

Product Features

Law Practice Management

Billing & Invoicing
CRM
Calendar Management
Client Portal
Conflict Management
Contract Management
Document Management
Email Management
Legal Case Management
Task Management
Time Tracking
Trust Accounting

Alternatives

Alternatives

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SimplyConvert

SimplyConvert LLC