Get legal out of its silo and into the business with a smooth, efficient intake workflow.

10+ YEARS SERVING GLOBAL ENTERPRISES











Empower your business users with easy access to legal support.
"Traceability of the contracts - solved. Approval and signing process in one place - solved. Various reports that would otherwise take days released in a couple of minutes - solved."
- Legal Administrative Coordinator

Submit legal requests directly from the Legal Intake app, Outlook, or Gmail for quick access to legal support.
Follow guided forms and templates to ensure requests are complete and accurate before work begins.
Receive faster response times thanks to a simple, streamlined intake experience that removes barriers to legal.

Route legal questions and requests to the right resource automatically with digital triage based on urgency and priority.
Configure workflows to match legal and business needs, eliminating manual steps and delays.
Centralize all requests, communication, and data in a Smart Repository that integrates with your business systems.

Organize legal projects, deadlines, and priorities on a personalized dashboard—no spreadsheets needed.
Access all comments, attachments, and communication in one place for transparency and auditability.
Track request volume, types, workload, and origins with built-in insights to drive smarter decisions and continuously improve performance.
Legal Intake is a centralized tool for requesting legal support, including contract creation and review. It streamlines the intake process with dynamic forms and integrations with Outlook, Teams, and CRMs, ensuring efficient request routing to appropriate teams.
Users can submit requests via a web portal, directly from Outlook or Teams, or from integrated platforms. Intake forms are customizable to collect essential information upfront, reducing back-and-forth communication.
Yes. Legal Intake forms support full customization with branching logic, mandatory fields, and pre-defined clause selections based on request type or department requirements.
By capturing comprehensive details initially and routing requests based on criteria like contract value and risk level, Legal Intake accelerates processing. This prioritization helps legal teams manage workload effectively.
Yes. Legal Intake seamlessly integrates with Microsoft 365 tools, allowing users to create, track, and manage requests directly within Outlook and Teams. This integration enhances user adoption and workflow efficiency.
Yes. Responses from Legal Intake can trigger automated workflows for template-based contract creation or routing, reducing drafting time and eliminating redundant data entry.
Upon submission, requests are tracked through configurable workflows. Stakeholders receive notifications, and associated metadata flows into downstream contract records, ensuring seamless process integration.
Absolutely. Legal Intake is designed for cross-functional teams like Sales, Procurement, and HR, enabling them to initiate and track requests while maintaining legal oversight and control.
