Your Data Intelligence Portal

Your Go To Place for all your Vital Collective Intelligence

Record Data

Capture and record data via configurable forms that guide through the collection process. Data can be re-used in documents, reports or task management. Provide access to customers and third parties to upload information accurately and avoid mistakes on data re-entry.

Collaborate and Interact

It is vital that all key parties can interact quickly and easily, whether they be internal or external.  Collective Intelligence Portal provides an alternative method of communication that is tracked and saved against the respective record.

Data Reporting

Collective Intelligence Portal is infinitely extensible, making it the perfect data repository. Quick access to this information is invaluable for managing projects, overseeing business operations and keeping deliverables on track.

Generate Documents

Utilise the valuable data collected in the Portal to populate PDF and Word documents with ease. No more copy and pasting, or retyping!

Use our in built document generator, or integrate with our partner Templafy.

Task Management

Never lose track of your case, matter or project.  Tasks can be assigned automatically (to your or your clients!) or manually as needed.


Want to see CIP in action with a custom demo?

Get in touch and we’ll make it happen.

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