Infosec request intake form template

Infosec reviews help prevent costly legal liabilities and regulatory penalties and protect an organization's reputation. This intake form template helps loop in the right context to ensure that security measures maintain the integrity of the organization's data, strengthen stakeholder trust, and comply with evolving laws and ethical sta

A screenshot of the template

Table of Contents

About the Infosec request intake form

The increasing complexity of information security has heightened the need for robust legal intake processes to address cybersecurity, privacy, and data protection concerns. As more organizations face evolving threats and regulatory requirements, developing a comprehensive intake form for identifying and evaluating risks associated with information security is essential.

While creating a legal intake form from scratch is possible, Streamline AI’s Information Security request intake template saves time by offering ready-to-use form questions and customizable response options. Try our pre-made form templates to help your team efficiently set up or refine your intake process for information security-related requests.

Best practices for designing a legal intake process

In growing companies, teams face increasing volumes of requests. Efficiently managing these requests is vital, and designing a better intake form is only the first step. Here are some best practices for setting up or refining an intake process for your organization.

Get the Right Tools to Centralize Intake

Requests can come from various channels — email, Slack, internal ticketing systems, and more. Use centralized intake and workflow software like Streamline AI to ensure all requests are accurately captured, tracked, and free of duplication. Change management can be challenging, as teams might prefer using their existing platforms like Slack or email. When choosing an intake tool, consider how it integrates with your company's current software and communication platforms to bring all requests into one centralized hub for better visibility.

Make It Easy to Choose the Right Type of Request

Is the request about a specific project, a general inquiry, a compliance issue, or something else? While the different types of requests may be clear to your team, they might not be intuitive for business stakeholders. Add short descriptors to each request type to guide requesters. By simplifying the identification process, you can ask clear and straightforward questions from the start, making it easier for everyone involved.

Implement Dynamic Forms to Simplify the Process

Avoid overwhelming requesters with a wall of text by using dynamic forms that show and hide questions based on responses. Streamline AI's intake and workflow automation software allows you to create dynamic questions and route requests based on answers, ensuring the right contact gets looped in automatically. This approach keeps the process user-friendly and efficient, reducing the likelihood of incomplete or incorrect submissions.

Deploy Efficient, Automatic Review and Approval Workflows

It's crucial to gather information correctly and ensure it reaches the right people for review and approval. Manual routing can be time-consuming and prone to errors, bogging down teams with repetitive administrative work. Software can automate this triage process. Use intelligent routing and smart extraction to direct requests to the appropriate person based on form inputs and then automatically route them to subsequent approvers based on preset strike zone thresholds, ensuring a faster response.

Commonly Asked Questions

A standardized intake process is essential for efficiently managing and prioritizing requests from various departments, enabling teams to address them consistently and proficiently. Streamlining this process fosters clear communication between teams and other departments, improving the quality and timeliness of services. A structured intake system is crucial for early risk identification for high priority requests, upholding compliance with regulations, and ensuring responsible management of all requests. By improving the time needed to gather information, this system makes it more efficient to start on requests and ensures that they are handled promptly and accurately.

When designing intake forms, several best practices can significantly enhance their effectiveness:

Ask Focused Questions

Begin with precise and specific questions to quickly zero in on the main issue of the request.

Utilize Conditional Logic

Design forms that adapt to the user’s answers, revealing only the fields that are pertinent to their particular request. This approach not only customizes the experience for various request types but also prevents overwhelming the requester with unnecessary information. For instance, if a requester indicates they need assistance with a marketing campaign, follow-up questions could dynamically appear to gather details specific to marketing, such as what type of assets need review or assistance or what is the date of launch.

Order Fields Logically

Start with the simplest questions and gradually introduce more complex ones. Such a progression keeps the user engaged and invested, and prevents them from feeling overwhelmed right from the beginning. For example, begin with basic contact information before moving on to detailed questions about the request.

Keep Forms Concise

Limit the form to only essential information. Requesters are more likely to complete the form if they are not faced with superfluous or irrelevant questions. For instance, a form for a facilities request might only ask for location, issue description, and preferred contact method, rather than unnecessary details.

Group Related Questions

Place related questions together in a coherent manner. For example, group all questions about contract terms in one section if the form is related to procurement requests. This organization makes the form more navigable and easier to fill out.

Allow Attachments

Provide the option for requesters to attach relevant documents. This helps provide a more detailed understanding of the request and reduces the need for additional communication. For instance, an HR request form might allow attachments for resumes or cover letters when requesting a new hire.

Adhering to these strategies ensures that intake forms are more intuitive and efficient, leading to faster and more precise handling of requests. This streamlined approach improves the time needed to gather information, making it more efficient to start on requests and ensuring that they are handled promptly and accurately.

Work smarter

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

Request a demo