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Practice and Firm Management

What Is 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.

Legal Tech GlossaryBy The Circle Desk

Why It Matters

Good intake is the foundation of legal operations and of law firm growth. It creates the data that shows demand, turnaround and where requests come from, and it stops work arriving through side channels.

Intake, Portals & Self-Service Companies

See every Intake, Portals & Self-Service company

Related Terms

Contract intake
The process by which the business asks legal for a contract or a review, ideally through one form that captures the details legal needs up front.
Conflict check
Searching a firm's records for relationships with a prospective client, opposing parties and related entities before taking on a new matter.
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.