New Business Intake Consulting.

After helping our clients for more than eight years to define proper workflow and process around business intake, we have become subject matter experts in new client / new business intake processes. Clients refer to us to evaluate their current process and help them define a proper intake workflow process that suits their requirements.   Some of our consulting services are:

  • Review current intake process including the workflow and forms to collect information
  • Define the pain points and inefficiencies in business intake process
  • Provide feedback and recommendations to enhance intake workflow process
  • Identify systems that can use information collected on intake process
  • Provide solutions to automate business intake process
  • Provide consulting services to integrate related systems to take advantage of collected data

Experts at PaayaTech created a state of art business intake application, CorpIntake, that automates the process of collecting information and expedites file opening.