Resources

Streamline AI
Legal template library

From legal intake forms to making the business case for your next software purchase, Streamline AI’s templates help in-house legal teams get started faster. Customize these templates to standardize legal processes and work more efficiently with business partners.

Intake Form

AI Legal Intake Form Template

Legal intake form template for reviewing use of AI/LLM platform or providers

Intake Form

Business Associate Agreement Legal Intake Form Template

Legal intake form for reviewing Business Associate Agreements (BAA)

Business Case Proposal

Legal Software Purchase Business Case Template

Business case proposal template for legaltech software purchases

Intake Form

Marketing Compliance Legal Intake Form Template

Legal intake form template for reviewing marketing assets, such as content and advertising claims.

Intake Form

NDA Review Legal Request Template

Legal intake form for reviewing Non-Disclosure Agreements

Request for Proposal

RFP Spreadsheet Template for Legal Front Door Software

RFP spreadsheet template for evaluating legal intake, triage, and workflow automation software

Intake Form

Sales Request Legal Intake Form Template

Legal intake form template for sales-related requests, such as sales agreements, order forms, MSAs, DPAs, BAAs, and more.

Intake Form

Software Purchase Legal Intake Form Template

Legal intake form for reviewing software purchase contracts

Intake Form

Vendor Services Legal Intake Form Template

Legal intake form for reviewing vendor contracts

Work smarter

Scale your legal team's efficiency and effectiveness with modern workflow automation tools designed for in-house legal.