Introduction

Created by PaayaTech Support, Modified on Sat, 17 Dec, 2022 at 1:18 PM by PaayaTech Support

CorpIntake is a web application that helps law firm by automating the workflow process of  new business intake and know-your-client (KYC). It consisted of different modules such as 

  1. Data Entry Forms
  2. Conflict Search and Approval
  3. Workflow Engine for KYC (Know Your Client and NBI (New Business Intake)
  4. Notifications and Reports 
  5. Integrations to other internal system such as Accounting, and DMS



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