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%.

Legal Intake, Triage, and Coordination 

Ensure full accuracy of triaging requests by escalating requests that are not able to be confidently auto-triaged to the legal team in a manner that's easy to act on (Slack notification shown as an example in the module template). This allows legal teams to immediately gain efficiency without the risk of any request getting improperly handled.

2. Human-Insight Triage

Brett Li

Escalate or verify requests with the legal team

Human-Insight Triage

Overview

Example Solutions

Legal Intake, Triage, and Coordination