Best practices

Overcoming Objections to Legal Intake Systems: Addressing Concerns and Driving Adoption

June 29, 2023
Kathy Zhu

Table of Contents

Implementing a legal intake system can be a game changer for legal teams looking to streamline their processes, increase efficiency, and reduce errors. However, some stakeholders may be hesitant to adopt such a system, citing concerns about cost, complexity, and the potential disruption to existing workflows. In this post, we’ll explore common objections to legal intake systems and provide strategies for addressing them and driving adoption.

Objection 1: Cost

One of the most common objections to legal intake systems is the cost. Legal teams may worry about the expense of purchasing and implementing the software, as well as ongoing maintenance and support costs.

Solution: Emphasize the Long-Term Benefits

While the upfront costs of a legal intake system may be significant, it’s important to emphasize the long-term benefits. A well-designed legal intake system can significantly reduce the time and effort required for manual intake processes, freeing up staff to focus on higher-value work. In the long run, this can lead to cost savings and increased efficiency.

Objection 2: Complexity

Another objection to legal intake systems is the perceived complexity of the software. Some stakeholders may worry that the system will be difficult to use or require extensive training to master.

Solution: Emphasize Ease of Use

When selecting a legal intake system, it’s important to choose a solution that is user-friendly and intuitive. Look for systems that offer customizable workflows, clear instructions, and streamlined interfaces. Additionally, providing comprehensive training and ongoing support can help ensure that users feel comfortable and confident using the software.

Objection 3: Disruption to Existing Workflows

Finally, some stakeholders may be concerned about the potential disruption to existing workflows. They may worry that implementing a new system will cause delays or lead to errors.

Solution: Highlight the Benefits of Centralization

One of the key benefits of a legal intake system is that it can centralize requests and information, making it easier to manage and track workloads. By emphasizing this benefit, stakeholders may be more willing to accept the short-term disruption caused by implementing a new system. Additionally, providing clear communication and a detailed implementation plan can help minimize disruption and ensure a smooth transition.


Implementing a legal intake system can be a major step forward for legal teams looking to increase efficiency and streamline their processes. However, objections to such a system are common. By addressing concerns about cost, complexity, and disruption to existing workflows, legal teams can drive adoption of legal intake systems and reap the benefits of centralized, streamlined processes.

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Want to learn more about how Streamline AI can help address concerns with implementing a legal intake system and drive adoption? Schedule a meeting with us to get additional insights and see how Streamline AI can help.

Our manual process lacked key aspects both Legal and Deal Desk teams needed for effective collaboration: a centralized repository, metrics, and scalability. We found this process to be extremely inefficient causing longer SLAs, confusion and lost information from emails, and a lack of visibility into the status of requests. We turned to Streamline AI to better support and improve the legal service request process.” - Daniel Michalek, Legal Operations Manager at Branch Metrics




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