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 

Integrate legal processes with preferred systems from other business units to make working with legal seamless and efficient. Kick-off contract processes from Salesforce at the right sales stage (shown as an example in the module template). Connect Workday or Greenhouse to process new employee agreements automatically. Or work with any of 100+ systems from across the business.

4. Legal Request From Another System

Brett Li

Integrate legal processes with 100+ other systems

Legal Request From Another System

Overview

Data sources in use

Salesforce

Example Solutions

Legal Intake, Triage, and Coordination