Simplifying Intake and Conflicts Management

Our Key Features

Seamless Workflows

Streamline your operations with intuitive workflows that reduce inefficiencies and minimize errors. Our platform ensures your team can focus on delivering results without being bogged down by administrative hurdles.

Customizable Forms

Every firm is unique, and so are your processes. Easily create and modify forms to capture the information you need, tailored to your specific requirements, with no technical expertise required.

Advanced Data Matching

Speed up conflicts resolution with powerful data-matching capabilities. Our system automatically identifies potential conflicts, allowing you to make informed decisions faster and with greater confidence.

Real-Time Reporting

Access actionable insights with real-time reporting tools. Track intake efficiency, monitor conflict resolution progress, and identify areas for improvement, all from a single, user-friendly dashboard.

Connect to What Matters

New business intake and conflicts checks don’t operate in isolation—they are part of a larger ecosystem. That’s why our platform is designed to integrate seamlessly with tools like document management systems, billing software, and CRM solutions. Powered by Salesforce, the world’s leading integration platform, we ensure your systems work together harmoniously, giving you a unified view of operations and data. From improving data accuracy to reducing manual effort, our integrations drive efficiency and eliminate silos.

Not on Salesforce?

We’re committed to flexibility and innovation. Alongside our Salesforce-based platform, we’re building an independent version powered by Azure, offering even greater customization and scalability. Estimated for completion in 2025, this new platform will further enhance our ability to meet diverse client needs

A Holistic Approach to Intake and Conflicts

Smarter Workflows

Transform your daily operations with intelligent workflows that adapt to your needs, eliminating manual bottlenecks and ensuring precision every step of the way.

Automated Workflows: Streamline repetitive tasks with automation, reducing time and errors in your processes.

File Opening: Simplify and accelerate the process of opening new files with a user-friendly interface.

Conflict Search: Effortlessly identify potential conflicts of interest with advanced search capabilities.

Personalized Tools

Empower your team with tools designed to meet specific business requirements, delivering flexibility without sacrificing simplicity.

Customizable Forms: Tailor data collection to your unique needs with easy-to-configure forms.

Client Portal: Enhance client experiences with a secure, self-service portal for seamless collaboration.

Lateral Hire Portal: Manage lateral hires with ease, ensuring smooth transitions and conflict resolution.

Integrated Insights

Achieve greater efficiency and transparency by connecting your systems and unlocking actionable insights across your operations.

Integrations: Connect Intake Logic to your existing systems, powered by Salesforce, for a unified ecosystem.

Approvals Engine: Streamline decision-making with automated, rule-based approval processes.

Pipeline Attribution: Gain visibility into business development efforts with real-time attribution for better planning.