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 

Provide a comprehensive, real-time view of all legal requests across teams and channels (i.e. email, chat, forms, other systems, etc.) with full details of each request. Ensure nothing falls through the cracks or gets delayed. Additionally, track critical legal KPIs such as # of requests, turnaround time, types of requests, attorney utilization, etc. to identify bottlenecks and areas of improvement in the legal team.

Legal Requests Report

Overview

Data sources in use

Zendesk

Example Solutions

Legal Intake, Triage, and Coordination