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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
By inputting the names of potential clients and adversaries, RTG Conflicts identifies possible conflicts associated with those names. However, its capabilities extend beyond that basic function; it can also maintain detailed records about opposing parties, corporate executives, familial connections, and more. The amount of information you choose to provide directly influences how effectively RTG Conflicts can identify potential conflicts. This tool categorizes clients as parties, which can encompass individuals, businesses, or organizations, while matters refer to the specific cases or files linked to your clients' needs. Additionally, RTG Conflicts is capable of tracking relationships between these parties and their respective matters, enabling users to document details such as John Doe being an opponent in a specific case. Furthermore, RTG Conflicts Online is accessible to any firm that subscribes to RTG Bills Online, with no extra fees involved, enhancing its value as a comprehensive resource for managing legal conflicts. As a result, law firms can streamline their operations and improve their conflict-checking processes efficiently.
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
$95.00/one-time
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
RTG Data Systems
Founded
1975
Country
United States
Website
www.rtgsoftware.com/online/cindex.htm
Product Features
Product Features
Conflict Checking
Case Management
Client Database
Data Import / Export
Full Text Search
Indexing
Phonetic Search
Preemptive Conflicts Search
Relationship Tracking