Legal
intake
and instant
 answers
, built into Slack

Streamline AI's Slack Intake and Knowledge Agent turns everyday Slack conversations into complete, actionable legal requests and gives employees legal-approved answers on the spot. It meets business users where they already are, allowing them to submit legal requests without forms and without disrupting their workflow, all while giving Legal the information it needs without having to chase missing details.

Requests build themselves

The agent reads the message, classifies the request type, and pulls out key details like counterparty and deadline automatically. No form-filling required.

Fully completed requests, every time

If information is missing, the agent asks for it right in the Slack message. Legal only ever sees requests that are fully ready to act on, eliminating the back-and-forth that comes from partial submissions.

Instant answers, without waiting on Legal

For common questions, employees get legal-approved answers immediately in a private DM, freeing Legal to focus on the requests that truly need their attention.

Meets teams where they already work

Business teams don’t have to learn new tools or build new habits. Employees talk to the agent the way they'd talk to a colleague, right inside the app they already live in every day.

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Interaction with Slack agent
A followup question
A user asking for NDA review
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Different types of questions being answered
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Interaction with Slack agent

Requests build themselves

The agent reads the message, classifies the request type, and pulls out key details like counterparty and deadline automatically. No form-filling required.

A followup question

Fully completed requests, every time

If information is missing, the agent asks for it right in the Slack message. Legal only ever sees requests that are fully ready to act on, eliminating the back-and-forth that comes from partial submissions.

A user asking for NDA review

Instant answers, without waiting on Legal

For common questions, employees get legal-approved answers immediately in a private DM, freeing Legal to focus on the requests that truly need their attention.

Close-up of textured glass with a gradient of light purple to dark blue colors.
Different types of questions being answered

Meets teams where they already work

Business teams don’t have to learn new tools or build new habits. Employees talk to the agent the way they'd talk to a colleague, right inside the app they already live in every day.

From a Slack messageto a completed request in three steps

01
Ask
Message the Streamline agent in Slack like you would any teammate. Ask a question or start a request.
02
Confirm
The agent classifies the request and asks for anything it's missing, right in the DM.
03
Submit
Once everything's in place, the request is automatically routed to the right team. No extra steps.

Built on your system of record

The Slack Intake and Knowledge Agent runs on the same data and workflows already configured in Streamline AI, so every request that comes through Slack lands in the same intake, triage, and approval process your legal team already relies on. Learn more about Streamline AI's integrations.

“Streamline AI enabled us to
deliver
consistent 24-hour SLAs across multiple teams, including Legal, Finance, People Ops, InfoSec, and
IT
as we scaled our vendor needs by 20% each quarter.”
Ronak Ray
General Counsel
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Slack Intake and Knowledge AgentFAQs

How is this different from a Slack form or workflow bot?

Traditional Slack bots still require employees to find the right form and fill it out manually. The Slack Intake and Knowledge Agent reads a plain-language message, figures out the request type, and pulls out the key details itself, asking follow-up questions only when something is missing.

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Where do the answers come from?

The agent answers common questions with legal-approved responses provided by Legal itself, so employees get accurate information without waiting on a person, and Legal only fields the requests that genuinely need their judgment.

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What happens to a request once it's submitted?

Once a request is complete, it's automatically routed into Streamline AI's intake and triage workflow, the same system of record your legal team already uses for tracking, approvals, and reporting.

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Do employees need a Streamline AI login to use it?

No. Employees interact entirely within Slack. Streamline AI works behind the scenes to classify, complete, and route the request.

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Does this require custom engineering on our end?

No. Any compatible AI client can connect through a single URL, with no custom engineering required.

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What's the difference between the MCP Connector and Velo Copilot?

The MCP Connector extends Streamline AI's data out to AI assistants like Claude, ChatGPT, and Glean for executives, business stakeholders, and occasional users. Velo Copilot is the assistant built directly inside Streamline AI for your legal team's day-to-day work.

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