Overview
Automatically generate standard documents from templates, like NDAs, SOWs, conflict waivers, and more using the specific data gathered during the intake process.
Data sources in use
Example Solutions
SOLUTION BLUEPRINT
Email Inbox - Intake, Triage & Coordination
Automating your email inbox ensures that every request is handled effectively and every team member is spending their time focused on the things that maximize value—with no need to force change.
SOLUTION BLUEPRINT
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. Optimizing legal intake can make attorneys 20% more productive and improve business satisfaction by 50%.