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What is EffortlessLegal?

Fast-track the invoice review and approval process to guarantee that billing remains accurate and compliant instantly, while drastically cutting down the time required to dispatch bills by over five times! Transform your invoice management by ensuring adherence to billing standards in real-time, while also fully automating your UTBMS coding, thus removing repetitive tasks and optimizing workflows. Discover an all-encompassing AI-powered system for managing invoices and matters that simplifies the editing, merging, combining, and conversion of LEDES 1998B invoices with ease. Moreover, the system automates the client intake procedure, performs initial conflict checks, and provides timely insights and alerts related to budgeting. By leveraging these capabilities, you can elevate both the efficiency and precision of your billing operations significantly, ultimately leading to improved financial management and client satisfaction.

What is CorpIntake?

CorpIntake is a web-based automated solution designed for efficiently managing new business intake. By streamlining manual tasks, it helps minimize risks while maximizing revenue, allowing for quicker file openings for both new and existing clients. The application automates critical processes including data gathering, conflict checks, and approval workflows, and it offers deployment options for on-premises setups or via Azure cloud services. Additionally, CorpIntake includes features such as dynamic forms for data collection, seamless integration with current systems, a structured conflict search and approval process, as well as comprehensive auditing capabilities. This comprehensive tool not only enhances operational efficiency but also supports businesses in maintaining compliance and improving client service.

Media

Media

No images available

Integrations Supported

3E
Active Directory
Microsoft 365
NetDocuments
iManage

Integrations Supported

3E
Active Directory
Microsoft 365
NetDocuments
iManage

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

EffortlessLegal

Company Location

United States

Company Website

effortlesslegal.com

Company Facts

Organization Name

PaayaTech Inc.

Date Founded

2007

Company Location

Canada

Company Website

paayatech.com/corpintake/

Categories and 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

Legal Billing

Accounting Management
Automatic Billing
Calendar Management
Case Management
Client Portal
Document Management
Expense Tracking
Time Tracking

Categories and Features

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