Gather requests from all the sources of intake across the organization including forms, emails, chat, or other systems. Collect available information for the request and automatically enrich the information using available data sources (such as Workday).
Triage the incoming request to understand its details (i.e. type, risk-level, priority, etc.), collect additional details by following up with the original requestor, and route to the appropriate legal resource.
A single dashboard to monitor every request to the legal team with real-time visibility of key details like status, due date, assigned owner, and any other related data points. Report on critical KPIs such as types of request, location of requests, area of law, request handling time, and more to identify key opportunities for improvement.
Auto-handle requests that can be handled, including automatically deflecting questions that are out of legal's jurisdiction (i.e. personal legal matters, etc.) and responding to routine, high-volume requests like NDAs, SOWs, etc.
Route requests to the right legal team member based on the request type & area of law. Track progress of each request and proactively follow-up with the legal team member to understand the latest status.
Legal intake, triage, and coordination is the process of receiving, triaging, managing, and resolving matters and legal requests from business customers.
An optimized legal intake, triage, & coordination process ensures that every legal request is handled as effectively as possible and every member of the legal team is spending their time focused on the things that maximize their skillset and value. This improves the speed & agility with which legal teams can support the business and maximize customer satisfaction.