Self-Service Legal Intake Software Solutions
Streamline AI acts as the Front Door for legal teams, helping you organize and view requests from Slack, email, Salesforce, and other channels in a centralized repository.
- An intake or ticketing system is a single pane of glass to enable you to manage all the requests and questions from your business stakeholders. It enables you to capture all historical context, approvals, and related documents, so you can provide a higher-quality and faster response
- Streamline AI minimizes change management by allowing requests to be submitted via email, Slack, Salesforce, or the Streamline application
- Get visibility into the requests that everyone on the team is working on so everyone feels connected
- Request forms are a breeze to configure so you can capture the data and metadata that you care about
- Request forms have embedded logic to display additional questions or hide questions based on how previous questions are answered
- Create guardrails to ensure that specific questions must be answered in order to submit a request
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