Learn How To Improve Your New Client/Matter Intake Process Through Automation and Standardization

When:  Sep 30, 2016 from 12:00 to 13:00 (ET)

Session Title: Learn How To Improve Your New Client/Matter Intake Process Through Automation and Standardization.

(Space limited to 50 users)

Session Description: Are you still using a paper form to fill out client information when inputting a new client/business?

The process of inputting a new client or new business (matter) requires collecting various pieces of information about the client, stake holders, and case (matter). In mid-size or large-size corporations, this gets more complicated as different departments need to provide or use information collected as well as follow certain procedures such as conflict checking, or risk assessment to setup new client/new matter in your internal systems.

In this webinar, we are going to discuss the steps needed to be taken to automate this process. Also, we will demo our product “CorpIntake” which can be tailored to automate the business intake process.
CorpIntake is a web based MS.NET solution that expedites the process of in-taking new client or new matter information by automating the data collection via web forms. Below are some features of this product:

• Reduces conflict check approval time by providing a complete digital approval workflow process
• Increases revenue by accelerating the file-opening process.
• Enhances communications by sending instant e-mail notifications to all stakeholders related to the matter.
• Provides full audit and tracking of all activities in the workflow.
• Minimizes risk by providing approval workflow process for the Risk Management Committee.
• Integrates with other applications such as SharePoint, DMS, and Records Management infrastructures.
• Collects the information through dynamic questionnaire forms that are tailored to your needs.
• Reduces manual data entry by pre-populating client and matter information from your accounting system.

Please visit us at www.CorpIntake.com 

For additional information, please contact us at info@paayatech.com or Kimberley Brady at kbrady@paayatech.com or at 416.840.0257 ext. 710.



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