Messaging and email

Slack and Slack Enterprise Grid

Cloud-based collaboration platform that facilitates team communication and workflow management, offering features like channels, direct messaging, file sharing, and integration with various third-party applications.

Slack and Slack Enterprise Grid

Integration Details

Slack is widely used by businesses and organizations to improve team coordination and communication. Streamline AI integrates with Slack and Slack Enterprise grid, Slack’s solution for large or complex organizations.that require connection to multiple Slack workspaces within an organization.

Requests for legal review, escalations, and follow-ups can come in via multiple channels — Slack, email, or even a mention during a meeting.  Manually triaging and assigning legal requests can be time-consuming, especially at scale. Streamline AI simplifies this process, giving in-house legal the breathing room to focus on legal analysis rather than administrative tasks.

Streamline AI's integration automatically consolidates Slack DMs, emails, and more into one central hub, enabling legal teams to stay on top of matters and eliminate redundant efforts.

Streamline's integration with Slack Enterprise Grid enables requestors to submit requests from any Slack workplace within the organization. These requests are then automatically routed to the same Streamline AI instance.

Features

Cut down on redundant processes

‍Convert any message into a Streamline AI request, whether it's a private DM or a message in a group channel. Choose which messages are converted to Streamline AI requests so you can retain complete control.

Meet the business where they are

‍Allow business requestors to file requests within Slack rather than fill out a separate intake form. Requestors are automatically prompted to provide any missing information, avoiding any unnecessary back and forth.

Keep business partners in the loop

Send automated request creation and status notifications in Slack. Need more granular details? It's easy to see activity history and approvals in Streamline AI.

Slack and Slack Enterprise Grid

Integration FAQs

Streamline’s Slack integration brings legal work into the communication tool your team already uses. Legal can turn Slack messages into trackable requests, receive real-time updates, reply to comments directly from Slack, and keep work moving without switching apps. For cross-functional teams, Slack becomes a transparent way to stay aligned on matter progress—while Streamline automatically captures activity for reporting, SLAs, and accountability.

Most Legal teams find success using two complementary workflows—Slack direct messages for private request intake and Slack channels for transparent, cross-functional collaboration.

To ensure smooth adoption and maximum impact, start with these foundational steps:

  1. Define where Legal wants requests to live:
    • DMs for private intake
    • Channels for transparency
    • (Most teams use both.)
  2. Set up KnowledgeBot in channel(s) you want to support self-service.
  3. Enable bi-directional comment syncing so conversations stay unified.
  4. Configure notification preferences for your team’s preferred workflow.
  5. Roll out training to cross-functional teams on how to submit requests from Slack.
Yes! Use Direct Messages (DMs) for quick, private request intake

This is the fastest, most controlled workflow for capturing informal legal asks that happen in Slack.

Best Practices

  • Convert a DM into a Streamline request using the Slack action:
    More actions (⋯) → Connect to apps → Create a Request – Streamline AI
  • Fill in whatever details you have—Streamline will create the request instantly.
  • A confirmation message appears in the Slack thread (one-time only), keeping the DM private.

When to use DMs:
Private, ad-hoc requests from stakeholders; sensitive matters; when you want minimal noise in channels.

Yes! Use Channels for visibility, collaboration, and KnowledgeBot

If you want Slack to be a shared workspace where Legal and the business collaborate transparently, channels are the way to go.

Best Practices

  • Create Legal-specific Slack channels (e.g., #legal-requests, #ask-legal).
  • Use KnowledgeBot to auto-respond to FAQs with policy answers, templates, and playbook guidance.
    Note: KnowledgeBot works only in channels, not DMs.
  • Allow Requestors to create Streamline matters directly from Slack via the Create Request button.
  • Turn on bi-directional comment syncing so Slack thread replies appear in Streamline—and Streamline comments appear back in Slack.

When to use channels:
High-volume request areas, team-wide collaboration, sales support, procurement review, and anywhere transparency is key.

It depends on whether the request originated from a DM or a channel:

  • DM-created requests show only a one-time creation confirmation. Additional DM messages do not sync into Streamline (for privacy).
  • Channel-created or channel-associated requests support full comment syncing.
    All replies appear in both systems, keeping Slack and Streamline perfectly aligned.
Streamline allows teams to tailor notifications so Legal stays informed without overwhelming Slack.

Best Practices

  • Customize notifications for:
    • Requests assigned to you
    • New comments or replies
    • Status changes or approvals
    • High-priority updates
  • Set channel notifications only where business partners truly need visibility.
  • Encourage team members to use Slack notifications instead of email if Slack is their primary workspace.

Pro tip:
Each Slack notification links directly to the exact location in Streamline so users can take action immediately.

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