AI legal intake form template

The surge of AI technology adoption, such as Generative AI, underscores the need for diligent oversight. There are legal compliance, intellectual property management, data privacy, and ethical considerations inherent in AI deployment. It's crucial to develop a comprehensive legal intake form to evaluate these risks associated with AI and large language model platforms.

A screenshot of the template

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About the AI legal request intake form

The use of artificial intelligence (AI) has exploded within a few short years, with no signs of slowing down. Within a few months of its release, ChatGPT’s generative AI platform reached over 100 million users. More and more organizations are leveraging AI technologies, which raises cybersecurity, privacy, and data accuracy risks. With new technology, developing a comprehensive legal intake form for identifying and evaluating legal risks of leveraging AI or large language model platforms or providers.

While you can easily build your own legal intake form from scratch, Streamline AI’s AI Legal Request intake form template saves you time by providing you with a set of ready-to-use form questions and corresponding form types and responses to customize for your organization. Try our ready-made form templates to help your legal team get started with setting up or refining your intake process for AI-related legal requests.

Best practices for designing a legal intake process

In growing companies, legal teams face increasing volumes of legal requests. Efficient legal request management is vital — designing a better legal intake form is only the first step. Here are some best practices when setting up or refining a legal intake process for your in-house legal department.

Get the right tools to centralize legal intake

Legal requests can come from everywhere — email, Slack, Salesforce, and more. Leverage Streamline AI’s software to bring all legal request intake to one centralized place,  ensuring that requests are captured and tracked correctly and there’s no duplication of efforts. However, change management can be challenging — Sales teams love to work in Salesforce, and sometimes people just prefer Slack or emailing the legal department. When considering a legal intake tool, consider how the tools integrate with existing software or communication platforms your company already uses to bring everything together. This way, business stakeholders can choose to use the tool or continue to use their preferred tools to submit requests, but the software brings all those requests together in one centralized hub for better visibility.

Make it easy to choose the right type of request

First, is someone coming to us about a sales contract, a vendor agreement, a copyright issue, or just a generic legal question? While it might make sense to Legal what the different legal request types are, it may not be intuitive for a business stakeholder. Add a short descriptor of what each request type entails. By making it easy for requesters to figure out what they need right from the start, we can ask them clear and straightforward questions, making it easier for everyone involved.

Implement efficient, automatic review and approval workflows

It’s important that the information is gathered correctly, but also that it’s sent to the right people for review and approval. Manual routing can be time-consuming and error-prone, tangling legal teams up in repetitive, manual administrative work. Software can be the solution to automating this triage process for in-house legal departments. Streamline AI can intelligently and automatically route requests to the right person based on form inputs and then automatically route to subsequent approvals necessary, ensuring a faster response.

Commonly Asked Questions

A legal intake process is vital for effectively managing and prioritizing legal requests from the business, ensuring in-house lawyers handle them efficiently and consistently. A standardized and streamlined process facilitates clear communication between legal teams and other departments, enhancing the quality and speed of legal delivery. A structured intake process is critical for identifying risks early, maintaining compliance with legal regulations, and ensuring accountability in managing legal requests.

Forms can be frustrating to fill out, but when forms are designed correctly, they can incentivize the right behavior and make information gathering more efficient. Some key tips to keep in mind are:

  • Ask Focused Questions: Start with specific questions to quickly get to the heart of the legal request.
  • Utilize Conditional Logic: Design forms that adapt based on responses, showing only relevant fields. This helps personalize the experience for each request type and reduces information overload.
  • Order Fields Logically: Begin with more straightforward fields and gradually move to more complex ones. This approach keeps requesters engaged.
  • Keep Forms Concise: Request only the information needed, which encourages request completion.
  • Group Related Questions: Organize fields logically to facilitate easier completion.
  • Allow Attachments: Enable requesters to add relevant documents to provide fuller context and reduce back-and-forth communication.

Dive deeper into legal intake form design best practices.

Streamline AI is the only legal intake, triage, and workflow automation software platform purpose-built for in-house legal teams. Founded by experienced in-house counsel, Streamline AI optimizes the legal intake and task management process by centralizing any and all legal requests and automatically routing them for review and approval. This sets previously manual and time-consuming tasks on autopilot, so in-house legal departments can save time to focus on legal analysis. 

With Streamline AI, in-house legal teams can access key real-time metrics and KPIs, such as request volumes (by type or team), time in legal review, and response times. With Streamline AI, legal departments can work more efficiently and capture the data needed to showcase their impact. 

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