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Streamline AI for Legal + Marketing

´Efficient and seamless marketing compliance reviews

From marketing compliance reviews to comms requests, Streamline AI makes it easy for Legal to work with Marketing at scale.

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Dynamic intake form routing

Deliver a better legal experience to Marketing

Partner better with Marketing by meeting them where they work. Marketing can quickly initiate legal requests via email, Slack, or Streamline AI, and Streamline AI brings all those requests together into one unified platform for triaging and managing legal requests.

Set up workflows to automatically prompt requests for missing information and automatically loop in their stakeholders based on triggers. View, see request details, and approve straight from email notifications. Configure Streamline AI to automatically push updates to Slack or email so Marketing is always updated on the latest.

Build more trust with better collaboration and visibility

From codifying marketing collateral compliance and press review to delivering on marketing partnerships, Streamline AI powers more efficient collaboration between Legal and Marketing. Keep marketing stakeholders in the loop with automatic status updates.

Easily ask and answer questions with tagged comments and assign actions and approvals. Streamline AI pulls all communications, actions, and versions into a unified, searchable hub, complete with a detailed audit trail — no more lost context in Slack or email.

Ensure the right resources for legal and marketing success.

Harness data-driven insights to ensure that both Marketing and Legal are equipped to deliver timely business results. Streamline’s reporting dashboard provides insights on marketing request volume, SLAs, and other metrics to optimize resource allocation. With clearer insight into impact and stakeholders' needs, legal departments can better advocate for necessary resources to better partner with the business.

Build and deploy intake zero-code marketing review workflows in minutes

Create powerful no-code workflows to automate approvals, route requests, and assign contributors. Utilize conditional logic to route approvals based on intake responses.

Display or hide questions based on how previous questions are answered and make responses mandatory to reduce back and forth. Designing and launching tailored marketing workflows specific to your business needs is easy.

Work smarter

Scale your legal team's efficiency and effectiveness with modern workflow automation tools designed for in-house legal.

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Streamline AI integrations with Ironclad, email, Salesforce, and Slack.

Integrates with the tools you already use

Discover how Streamline AI's pre-built integrations can enable your legal and business teams to work seamlessly together, where they want to do the work and the way they prefer to do the work.

The Streamline AI platform is designed to tightly integrate with your existing tool stack to effortlessly connect legal and business stakeholders. Seamlessly flow requests through email and Slack integrations to minimize change management, or launch requests from Salesforce in a few clicks.

If you're using Ironclad for sales contracts, you can leverage the powerful Streamline AI Ironclad integration to dynamically route most requests to your legal counsel team directly (because your legal team is handling a lot more than just contracts), but continue to route sales contracts into Ironclad's CLM platform. This means all types of legal intake can be consolidated in Streamline AI, not just your contracts.