The Streamline AI Platform

Self-Service
In-House Legal Request Intake and Triage Software

Streamline AI acts as the "legal front door" for in-house legal teams, helping seamlessly organize, triage, and view requests from Slack, email, Salesforce, and other channels in one central source-of-truth.

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Simplify the request submission process for business stakeholders

Incentivize business stakeholders to use the right legal channels by simplifying the process of submitting a legal request with Streamline AI's legal front door software. Automatically consolidate requests from email, Slack, Salesforce, Ironclad, and more and brings them to one source of truth in Streamline AI — minimal change management needed.

Streamline AI's request portal is intuitive and user-friendly, making it easy to direct business stakeholders to the right intake form. By collecting the needed information upfront, legal teams can eliminate unnecessary back and forth and get started right away.

Build and launch no-code intake workflows in minutes

Create, update, and maintain custom no-code intake process workflows without needing IT or Business Applications resources. Use conditional logic to build dynamic forms, workflows and routing to approvers based on intake form fields  — all without any technical knowledge.

Make it easy to guide users through complex requests. Create if/then conditional field questions. Display or hide questions based on how previous questions are answered. Set up guardrails to require answers to specific questions. It's easy to design and launch a workflow tailored for your business in minutes.

Streamline AI automated workflow
Dynamic intake form routing

Deliver a better legal experience to the business

Partner better with the business by meeting them where they are. Business partners can submit legal requests directly in Streamline AI or kick off legal requests via email, Slack, Ironclad, or Salesforce.

As matters progress, Streamline AI's legal intake solution keeps legal and business stakeholders in the loop automatically with the latest status updates, so nothing slips through the cracks.

Triage legal requests automatically and efficiently

Streamline AI automatically consolidates submissions from various channels into a single command center and routes it to the right contact, saving time and eliminating redundancy and the need for manual entry.

With total visibility into all legal requests, from department source to volume trends, it's easy to assign tasks, clarify ownership, and plan resourcing accordingly.

Streamline AI integrations with Ironclad, email, Salesforce, and Slack.

Integrate with the tools you already use

Streamline AI's legal intake software integrates with your existing tool stack to effortlessly connect legal and business stakeholders. Flow requests through email and Slack integrations to minimize change management. Launch requests from Salesforce in a few clicks.

Centralize all types of legal intake in Streamline AI (because Legal works on more than just contracts) — automatically route marketing compliance review to product counsel and contracts to Ironclad's CLM platform. Streamline AI's legal intake and triage platform works seamlessly with the way your team works.

Work smarter

Spend less time triaging and tracking down information and more time doing the substantive legal work you went to law school for.

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