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The Streamline AI platform
Efficiently check off to-dos with task management built for in-house legal team needs.
Keep legal requests on track with a clear understanding of your task list. Streamline AI's task management dashboard offers a panoramic, organized view of your tasks—highlighting in-progress actions, completed requests, updated statuses, and everything in between.
Streamline AI's task management dashboard makes planning your to-dos easier and every action is accounted for.
Set custom date-based reminders for any legal task, whether it's contract renewal notice periods or compliance deadlines. Receive reminders within Streamline AI's system, via email, or through Slack — whichever suits your workflow best. Easily view your reminders, those set for others, and past reminders associated with each request in one intuitive dashboard.
Save the time and hassle of searching through emails and Slack messages. Streamline AI centralizes all your legal team's needs in one intuitive, searchable hub. From documents and files to communications and approvals, everything is just a click away, backed by a detailed audit trail for ultimate transparency.
This centralized approach accelerates the path to approvals and completion, ensuring that your legal team operates at peak efficiency without ever missing a detail.
Collaborate on any legal request without leaving Streamline AI. Seamlessly ask questions and get answers in context with tagged comments. Save time by building custom workflows to assign tasks to the right person automagically, so no step gets missed.
Streamline AI’s automation capabilities free you to focus on what matters most — getting the job done efficiently.
Scale your legal team's efficiency and effectiveness with modern workflow automation tools designed for in-house legal.
Discover how Streamline AI's pre-built integrations can enable your legal and business teams to work seamlessly together, where they want to do the work and the way they prefer to do the work.
The Streamline AI platform is designed to tightly integrate with your existing tool stack to effortlessly connect legal and business stakeholders. Seamlessly flow requests through email and Slack integrations to minimize change management, or launch requests from Salesforce in a few clicks.
If you're using Ironclad for sales contracts, you can leverage the powerful Streamline AI Ironclad integration to dynamically route most requests to your legal counsel team directly (because your legal team is handling a lot more than just contracts), but continue to route sales contracts into Ironclad's CLM platform. This means all types of legal intake can be consolidated in Streamline AI, not just your contracts.
In-house legal teams can significantly improve task management and team workloads by using modern matter management software like Streamline AI. Streamline AI’s legal software centralizes all legal requests from multiple channels, allowing teams to efficiently track, prioritize, and delegate requests and tasks based on expertise and urgency. By providing a clear overview of ongoing matters, status, deadlines, and team member workloads, Streamline AI ensures that no request is overlooked and that the team operates with maximum efficiency.
Effective task management is crucial for legal teams to maintain order and ensure timely responses to the business’s needs. Most legal teams operate with a high volume of requests and have complex processes, so without strategies for task management and time-management, critical deadlines can be missed, leading to increased risk and potential legal exposure, as well as missed revenue opportunities. Organized task management ensures that every legal request and legal matter is handled appropriately and efficiently, supporting the legal team’s role as a strategic partner to the business.
Automation plays a key role in optimizing task management by reducing manual workload and minimizing errors. Automated systems can intelligently route legal requests to the right contacts for review and approval, set reminders for key deadlines and dates, and track progress in real-time. This not only saves time but also ensures consistency and accuracy in handling tasks, allowing legal teams to focus on more complex and strategic work.