Legal Intake, Triage, and Coordination
Automate and standardize your Legal intake processes without forcing change.
- Reduce cost & increase efficiency
- End-to-end visibility and control
- No change management
- Fully customizable by Ops teams
Legal Intake, Triage, and Coordination
Trusted by enterprises like
2-3h
Saved per legal team member per week
80%
Faster turnaround time
50%
Shorter processing time
25%
Higher business CSAT
100%
Adoption rate
Gather Requests From Anywhere
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).
- Meet people where they are (email, chat, etc)
- Unify requests from all the different front doors
- Auto handle low-value work
Example Modules
Smartly Triage Requests
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.
- Automatically classify the type of requests (Contract? Litigation? Holdings?)
- Identify urgently and focus on high value-work
- Apply your policies with no-code
- Manage an FAQ list to auto-handle common requests
Example Modules
Highly Compatible With
Unified Request Management
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.
- End-to-end visibility of requests life cycle
- Identify bottlenecks and opportunities
- Create custom pages for practice groups, leadership and others with no-code
Example Modules
Auto-Handle High-Volume Requests
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.
- Auto-reply answers from FAQ
- Create matters or tickets in external systems
- Generate Contracts and Documents
- OCR images and PDFs
Example Modules
Coordinate High-Risk Requests With Legal Team
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.
- Auto-assign the right practice group
- Follow-up on the status and notify requesters
- Coordinate approval cycles over emails or chat
Example Modules
What is Legal Intake, Triage, and Coordination?
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.
Want the ideal Legal Intake, Triage, and Coordination experience?