Marketing Copy Reviews • Template Intake Form

About the marketing compliance legal request intake form

Legal review of marketing assets is not just a defensive tactic to prevent negative consequences; it's a proactive approach that supports sustainable business growth by ensuring marketing initiatives are effective, legally compliant, and trusted by customers. A standardized marketing compliance intake form ensures consistency in the information gathered, allowing for a more efficient and accurate assessment of legal compliance. This is particularly vital given that advertising and marketing laws are complex and subject to frequent changes. By implementing a uniform intake process, legal teams are empowered to handle all marketing requests more effectively, maintaining swift turnaround times that keep campaigns timely and relevant.

While you can easily build your own marketing compliance legal request intake form from scratch, Streamline AI’s intake form template saves you time by providing you with a set of ready-to-use form questions. Customize the form for your organization and get to launch more quickly. Try our ready-made form templates to help your legal team get started with setting up or refining your intake process for marketing compliance legal requests.

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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.

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Consolidate legal intake with the right tool

When you work with different teams, requests for legal review can come from multiple channels, including email, Slack, Salesforce, and CLM. Streamline AI’s software automatically gathers all legal request intake and brings them to one centralized place, ensuring that requests are captured and tracked correctly. However, the reality is that change management can be difficult — sometimes business stakeholders will just stick to lack or emailing the legal department. When evaluating a legal intake tool, it's important to assess its  integrations with your company’s current software or communication platforms. By doing so, you ensure a cohesive system where business stakeholders have the flexibility to either adopt the new tool or continue using their preferred methods for submitting legal requests. ‍

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Design forms for each specific use case

Build forms tailored to various request types rather than solely using one catch-all form. While simple for requestors to use, generic forms often require additional communication to gather all necessary information, leading to process delays. This approach ensures that all relevant questions to that request type are asked and needed information is gathered, minimizing the need for additional follow-up due to missing data. This saves time for both the legal team and the requestors.

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Make it easy to choose the right type of request

Just say a marketing team has a question about using generative AI to automatically create ad copy. What type of request would they submit? Would this be a generative AI tool request, a marketing compliance request, or something other type of request? 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 description of what each request type means. By making it easy for requesters to figure out what they need right, we can ask them clear and straightforward questions, making it easier for everyone involved (and reducing that endless back and forth).

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Implement efficient, automatic review and approval workflows

Once you gather the information needed, it’s important that that the information gets to the right contact. Manual routing for reviews and approvals can be time-consuming and error-prone, and legal teams spend a good deal of time doing repetitive, manual administrative work. Software can be the solution to automating this 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 and subsequent reviews or approvals necessary, making the process expedient and seamless.