Automate the new business intake process to eliminate data entry duplication, improve workflow, and

When:  Jun 7, 2019 from 11:00 to 12:00 (ET)

Description

Automate the new business intake process to eliminate data entry duplication, improve workflow, and speed up file opening.

Join us for a demo of “CorpIntake” - a web-based application that uses customized web-forms to capture data, automate conflict and risk approval workflow, and push client/matter content directly to your financial system.

Features include: 

• Fully Integrates to Elite Enterprise and 3E, and works with any other accounting system (i.e. Aderant, PC Law, etc.),
• Reduces approval time by providing a completely digital workflow process for conflict resolution,
• Reduces resources and, therefore, costs by avoiding data entry duplication and accelerating the file-opening process,
• Enhances communication by sending instant e-mail notifications (using tailored email templates) to all stakeholders related to the matter during each stage of the workflow,
• Provides a full audit, tracking all activities and users in the workflow,
• Minimizes risk by providing an approval workflow process for the Finance Committee,
• Integrates with other applications such as SharePoint, DMS, CRM, and Records Management infrastructures,
• Collects the information through dynamic questionnaire e-forms that are tailored to your requirements, and
• Eliminates duplicate data entry by pre-populating existing client information for new matters from your accounting system.

For more information, please visit: http://www.CorpIntake.com

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