Why It Matters
Poor intake is where contract delays start: requests arrive by email and chat without the deal size, counterparty or deadline. Structured intake lets legal triage requests, route low-risk ones to templates and report on volume.
Intake, Portals & Self-Service Companies
SandstoneSandstone is an AI platform for in-house legal teams to manage and resolve legal…
CheckboxCheckbox is a legal front door for in-house legal teams that captures, triages, automates…
LawmaticsLawmatics provides client intake, CRM and marketing automation software for law firms.askLexAskLex is an AI legal-assistance application for Lebanese law that is designed to answer…
BriefcaseBriefcase develops AI case-management software for court systems, supporting digital workflows that reduce delays…
CaseLineCaseLine is a subscription legal case management platform for U.S. government legal teams, including…
Related Terms
- Legal intake
- How requests reach a legal team, or how new clients reach a firm, ideally through one front door that captures the details and routes the request.
- CLM (contract lifecycle management)
- Software that manages a contract from request through drafting, negotiation, approval, signature, storage, obligations and renewal.
- Legal self-service
- Tools that let the business handle routine legal needs itself, such as generating standard NDAs or finding answers to common questions, within limits set by legal.
General information, not legal advice. Part of the Legal Tech Glossary, 173 terms in plain English.