Best Practices

Guide to Centralizing Legal Requests with an Intake Software

April 2, 2023
Kathy Zhu

As legal departments become increasingly responsible for managing company risks, the volume and complexity of legal requests have skyrocketed. Whether it's contract reviews, compliance inquiries, or legal research, legal departments are inundated with requests for assistance. Managing these requests can be a daunting task, but a centralized legal intake system can help streamline the process.

A legal intake system is a software solution that captures and routes legal requests to the appropriate legal professionals for review and resolution. These systems can help increase efficiency, reduce errors, and ensure compliance by providing a structured process for legal request management. In this guide, we'll explore the benefits of a legal intake system and provide tips for successful implementation.

Benefits of a Legal Intake System

  • Improved Efficiency: A legal intake system can improve the efficiency of legal request management by automating the process of request intake, routing, and tracking. This automation can help reduce the time and effort required to manage requests manually, enabling legal professionals to focus on high-value work.

  • Reduced Errors: A legal intake system can help reduce errors and ensure compliance by providing a structured process for legal request management. This structured process can help ensure that requests are captured accurately, routed to the appropriate legal professional, and resolved in a timely manner.

  • Increased Visibility: A legal intake system can provide increased visibility into the legal request management process. This visibility can help legal departments track the status of requests, identify bottlenecks, and make data-driven decisions to improve efficiency and effectiveness.

  • Improved Collaboration: A legal intake system can improve collaboration among legal professionals by providing a centralized platform for managing legal requests. This platform can help ensure that all relevant information is captured and shared, reducing the risk of miscommunications or misunderstandings.

Implementing a Legal Intake System

  • Define Your Requirements: Before selecting a legal intake system, it's important to define your requirements. Consider factors such as the volume and complexity of legal requests, the types of requests you receive, and the level of customization you require. Use this information to identify the features and functionality you need in a legal intake system.

  • Evaluate Vendors: Once you've defined your requirements, evaluate vendors to find a legal intake system that meets your needs. Consider factors such as vendor experience, product functionality, and cost. Be sure to ask for references and conduct due diligence to ensure that the vendor is reliable and trustworthy.

  • Plan for Implementation: Implementing a legal intake system can be a complex process, so it's important to plan ahead. Create a project plan that outlines key milestones, timelines, and resource requirements. Identify key stakeholders and ensure that they are engaged and informed throughout the process.

  • Train Users: To ensure successful adoption of the legal intake system, it's important to provide training to users. Create training materials and provide hands-on training to help users understand how to use the system effectively.

  • Monitor and Improve: After implementing the legal intake system, monitor its performance and use data to make improvements. Identify areas where the system is working well and areas where it can be improved. Use this information to make data-driven decisions to continuously improve the system.


A legal intake system can provide numerous benefits to legal departments, including improved efficiency, reduced errors, increased visibility, and improved collaboration. By defining your requirements, evaluating vendors, planning for implementation, training users, and monitoring and improving the system, you can successfully implement a legal intake system that streamlines your legal request management process.

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Want to learn more about how a legal intake system can help benefit your team? Schedule a meeting with us to get additional insights and see how Streamline AI can help.

We knew we needed to find a solution that would not only manage our team’s workflow, but one that simplified the front-end request process. It was critical to meet demand not only from an operational perspective, but to establish Legal as a credible partner.”

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