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What is Sheriasoft?

Revolutionize your matter management by implementing organized filing systems, integrated SMS communication for clients, and a specialized client portal. Concentrate better with efficient task management that lets you delegate duties at any moment or create custom task flows tailored to your needs. The inclusion of an integrated calendar, along with automatic reminders and conflict notifications, keeps your firm operating smoothly and efficiently. Utilize embedded analytics to track payments, billable hours, deadlines, marketing campaigns, and overall productivity metrics. Improve your intake process and automate follow-up communications to conserve precious time, build strong professional relationships, and enhance the overall client experience. Our platform is completely mobile-responsive, enabling clients to handle their matters conveniently while on the go. We prioritize simplicity with the KISS principle (Keeping It Simple & Satisfying), ensuring a user-friendly interface that doesn't overwhelm. You can get started immediately, bypassing the necessity for lengthy training sessions and complex workflows. Enhance team productivity through seamless collaboration on tasks, events, documents, and matters, creating a more interconnected and efficient workplace. This streamlined method not only optimizes workflow but also significantly boosts satisfaction levels for both your team and your clients, leading to a more successful practice. With these innovative features, your firm is poised to thrive in today's fast-paced environment.

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

$12 per user per month
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

Sheriasoft

Date Founded

2013

Company Location

Kenya

Company Website

sheriasoft.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

Categories and Features

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