IntakeLogic

IntakeLogic is a platform designed to assist law firms with new business intake and conflict checking by automating and streamlining these processes. It supports legal professionals in managing risk, maintaining compliance, and improving operational efficiency. 

IntakeLogic includes the following features: 

Seamless Workflows
Automated workflows help reduce inefficiencies and minimize errors in legal operations, allowing teams to manage tasks more efficiently.

Customizable Forms
Users can create and modify forms to capture necessary information based on specific firm requirements without the need for technical expertise.

Advanced Data Matching
The system includes data-matching capabilities that automatically identify potential conflicts, facilitating faster and more informed decision-making.

Real-Time Reporting
Reporting tools provide real-time insights into intake processes, conflict resolution progress, and operational efficiency, allowing users to track key metrics from a centralized dashboard.