Best Practices

The Benefits of Implementing a Legal Intake System for Legal Departments

July 12, 2023
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Kathy Zhu

Legal departments deal with a high volume of requests and inquiries every day. Clients, colleagues, and other stakeholders need to reach out to legal teams for various reasons, such as legal advice, contract review, or litigation support. Managing these requests and ensuring that they are handled efficiently and effectively is crucial for the success of the legal operation. 

One way to streamline the process of managing legal requests is to implement a legal intake system. A legal intake system is a software application that automates the process of capturing, processing, and tracking requests made to the legal team. In this blog, we will explore the benefits of implementing a legal intake system for legal departments.

Centralized Request Management

One of the main benefits of implementing a legal intake system is that it provides a centralized location for managing all legal requests. Instead of relying on emails or slack messages to manage requests, a legal intake system allows all requests to be captured and managed in one place. This ensures that nothing falls through the cracks, and all requests are addressed in a timely and efficient manner.

Improved Response Times

With a legal intake system in place, legal teams can respond to requests more quickly and efficiently. Requests are automatically routed to the appropriate team member, and status updates can be easily communicated to stakeholders. This means that legal teams can address requests in a timely manner, reducing the risk of delays and missed deadlines.

Enhanced Visibility

A legal intake system provides enhanced visibility into the legal request process. Requests can be tracked from the initial request through to completion, and metrics can be tracked to identify trends and areas for improvement. This level of visibility allows legal teams to identify bottlenecks and inefficiencies in the request process, enabling them to make data-driven decisions to improve overall performance.

Increased Efficiency

By automating the legal request process, legal teams can reduce the time and effort required to manage requests. Automated workflows ensure that requests are automatically routed to the appropriate team member, reducing the need for manual intervention. This not only saves time but also reduces the risk of errors and improves overall accuracy.

Better Resource Allocation

By having a centralized location for managing requests, legal teams can more effectively allocate resources. They can easily see which team members are working on which requests and make informed decisions about how to allocate resources to ensure that requests are handled efficiently and effectively.

In summary, implementing a legal intake system offers numerous benefits for legal departments. It streamlines the process of managing legal requests, improves response times, provides enhanced visibility, increases efficiency, and enables better resource allocation. By implementing a legal intake system, legal teams can ensure that all requests are managed in a timely and efficient manner, improving overall performance and enhancing client satisfaction.

Learn More

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.” - Ronak Ray, General Counsel at Pantheon Systems

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