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The Streamline AI platform
Unlock efficiency for your in-house legal team with Streamline AI, a centralized hub for managing legal requests from Slack, email, Salesforce, and more. Streamline AI optimizes the organization, triage, and visibility of all legal tasks, enabling your legal department to operate more effectively.
Incentivize business stakeholders to channel their legal requests through the proper avenues with a user-friendly legal front door. Streamline AI's request portal is intuitive, making it straightforward to direct business stakeholders to the right intake form. By collecting the needed information upfront, legal teams can eliminate back and forth and get started without delay.
Imagine not having to wait for IT to implement changes to forms or workflows. Streamline AI's intuitive, no-code platform enables legal teams to create and update intake forms and triage processes in minutes. Automatically guide approvals and streamline operations with smart routing based on specific responses, putting control directly in Legal's hands.
Streamline AI's platform simplifies complex requests, with tailored intake forms to display or hide questions based on responses. Dynamically route requests based on how questions are answered. Designing and deploying a system that's perfectly aligned with your business's requirements and evolving needs has never been easier.
Partner better with the business by meeting them where they are. Business partners can submit legal requests directly in Streamline AI or kick off legal requests via email, Slack, Ironclad, or Salesforce. Streamline AI automatically consolidates requests from different channels into one source of truth — simplifying legal request submission with minimal change management.
As matters progress, Streamline AI's legal intake solution keeps legal and business stakeholders in the loop automatically with the latest status, so nothing slips through the cracks.
Say goodbye to tedious manual sorting and duplicated efforts. Streamline AI automatically effortlessly merges incoming legal requests into an up-to-date, unified mission control.
Automatically route reviews and approvals based on preset parameters to make sure the right contacts are always looped in. With smart triage workflows, the right stakeholders are engaged at the right time, streamlining the approval process.
Scale your legal team's efficiency and effectiveness with modern workflow automation tools designed for in-house legal.
Streamline AI integrates with your existing tool stack to effortlessly connect legal and business stakeholders. Flow requests through email and Slack integrations to minimize change management. Launch requests from Salesforce in a few clicks.
Centralize all types of legal intake in Streamline AI (because Legal works on more than just contracts) — automatically route marketing compliance review to product counsel and contracts to Ironclad's CLM platform. Streamline works seamlessly with the way your team works.
Intake software is a digital tool designed to streamline the process of receiving, managing, and tracking requests within an organization. Intake software helps automate the initial steps of capturing information, usually through a form or integrations with communication tools, categorizing and triaging requests, and routing them to the appropriate team or individual contact for further action. Intake software is handy in environments with high volumes of requests, such as in-house legal departments, customer service, or IT support, as it helps ensure that all requests are handled efficiently and nothing falls through the cracks.
Key features of intake software often include customizable forms, workflow automation, real-time status and approval tracking, reporting capabilities, and integrations with other key systems, such as email, Slack, and Salesforce. These features collectively improve the speed, accuracy, and overall management of incoming requests from initiation to completion.
Legal intake is the process by which legal departments receive and prioritize requests from business departments such as Sales, Marketing, and HR. These matters typically include reviewing sales contracts, vendor agreements, marketing compliance, open-source licenses, and NDAs. Given the high volume of requests and the need for quick turnaround, legal teams need streamlined processes and tools to manage tasks efficiently and assign them to the right experts.
Legal intake and triage workflow software can handle any legal request, especially repetitive, high-volume tasks — not just contract requests. This type of legal intake automation software intelligently sorts and processes requests, reducing administrative work and improving efficiency.
Examples of legal requests that can be managed by legal intake software:
It's important to put yourself in the shoes of the requestor when designing an intake form. What would incentivize you to fill out and complete the form? Some tried-and-true best practices that we've found at Streamline AI include:
Streamline AI’s template library is a good source of sample intake form templates, including a sales request intake form, a vendor management intake form, and a privacy request template. However, getting an intake form correct is only one piece of the puzzle — to expedite the processing of legal requests, it’s essential to leverage workflow automation technology to streamline the triage and assignment of legal requests.