Legal intake and workflow software buyer's guide

Today’s fast-paced business environment can strain in-house legal teams bogged down in paperwork and manual processes. However, legal intake and workflow automation software can offer a way for legal teams to be more efficient and effective, giving them back the bandwidth to breathe.

In this guide, we’ll examine how to find the right intake and workflow automation software solution and how to set up your organization for success.

In this guide, you’ll find:


An easy-to-understand overview of intake and workflow automation software and its benefits for in-house legal.


A comprehensive set of evaluation criteria to consider, including features and functionality, technical requirements, and implementation timelines.


A playbook to getting buy-in from your organization, including how to calculate the ROI.


A sample request for proposal (RFP) checklist.