Streamline AI + Operations + Finance + HR + IT

Automated
G&A Ticketing and Triage

Leverage no-code business process automation for any high-volume business request.

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Dynamic intake form routing

Manage high-volume General and Administrative (G&A) requests and triage automatically

Automate any high-volume business request with intelligent routing. Initiate self-serve requests via email, Slack, or Streamline AI, and Streamline AI brings all those request tickets together into one central source of truth for triaging and managing requests.

Set up workflows to automatically prompt requests for missing information and automatically loop in the right stakeholders based on triggers. View, see request details, and approve straight from email notifications.

Build and deploy intake no-code workflows in minutes.

Create powerful, easy-to-setup automation and workflows to automate approvals, route requests, and assign contributors. Utilize conditional logic to route approvals based on intake responses.

Display or hide questions based on how previous questions are answered and make responses mandatory to reduce back and forth. Designing and launching tailored marketing workflows specific to your business needs is easy.

Build more trust with better collaboration and visibility

Streamline AI powers more efficient collaboration for G&A teams. Automatically push updates to Slack or email so requestors stay in the loop as to the latest status. Easily ask and answer questions with tagged comments and assign actions and approvals.

Streamline AI pulls all communications, actions, and versions into a unified, searchable hub, complete with a detailed audit trail — no more lost context in siloed systems.

Access real-time reporting and analytics for data-based optimization

Harness data-driven insights to ensure that G&A teams are equipped to deliver timely business results. Streamline’s reporting dashboard provides insights on request volume, SLAs, and other metrics to optimize resource allocation.

With clearer insight into impact and stakeholders’ needs, G&A teams can better advocate for necessary resources to better partner with the business.

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

Integrate with the tools you already use

Streamline AI 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 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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