Average Ratings 0 Ratings

Total
ease
features
design
support

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

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

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

Write a Review

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

Tailor and streamline your entire operational process—gather client information, oversee documents, and monitor progress all in one centralized platform. Collaborate seamlessly within your firm, engage with clients, or work alongside their financial advisor or CPA. Every aspect of Slatewell is designed to foster collaboration, featuring personalized portals for each client. You can create digital intake forms for clients, or utilize them with your team to ensure consistency in procedures. Integrated notifications and reminders help guarantee that these forms are completed on time. Solicit input from external professionals, delegate tasks to team members, and maintain a clear overview of completed and upcoming tasks. Generate petitions for probate, ancillary documents, beneficiary letters, and more using any state-specific probate forms. You can also upload your own PDFs to develop tailored workflows that meet your specific needs. This comprehensive approach ensures that every detail of your workflow is managed efficiently and effectively.

API Access

Has API

API Access

Has API

Screenshots View All

No images available

Screenshots View All

Integrations

3E
Active Directory
Microsoft 365
NetDocuments
iManage

Integrations

3E
Active Directory
Microsoft 365
NetDocuments
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

Slatewell

Founded

2021

Country

United States

Website

www.getslatewell.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

SimplyConvert Reviews

SimplyConvert

SimplyConvert LLC
Law Ruler Reviews

Law Ruler

ProfitSolv