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#Virtual#BusinessandLegalProcessImprovements
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