legal intake Portal
Save time. Get organized.
Get more done.
Intake, prioritize, and track requests with the all-in-one legal portal that businesses love.
Organize legal intake without requiring change from the business.
One place for all your requests
Stop chasing info across multiple channels. Automatically generate matters from emails, MS Teams, and Slack to track all requests in one legal portal.
Get full visibility of all matters
Manage matters, track progress, and never miss an important deadline with everything in one place. Audit records are created automatically, whenever you use the platform.
Get the data you need to make decisions
With all your requests in one, digital place, you’ll have the data you need to understand workload, risk areas, where to invest legal resources, and opportunities for automation.
Trusted by legal departments of all sizes
The Legal Portal really is a win-win: it’s time savings for the legal team, and it’s a better experience for our internal clients.Laura Oliva Garcia
Legal Operations Expert at ING
Legal INTAKE AND TRIAGE
Intake that starts with an email
Your client relationships are important, and they’re personal. Don’t change that with a de-personalized ticket system.
Save time and organize your work, without altering your client relationships. Our intake system starts with an email, MS Teams, or Slack message.
PRIORITIZE AND MANAGE
Stay on top of all open matters
One portal to track and manage all of your open matters that includes:
- Individual dashboards for each lawyer on your team
- Department overview for management
- Document and file upload that integrates with systems like SharePoint
- Automatic updates for clients and stakeholders on the status of their requests via email, MS Teams or Slack
Dashboard and ANALYTICS
Get the data-driven insights you’ve always wanted
Manage team capacity
Understand the workload of each lawyer and distribute work more effectively.
Track time spent on requests
Identify and improve operational bottlenecks and disruptive processes.
Understand which lines of business require the most help
Identify how many requests your team receives from which line of business. Streamline your investments and offer self-service tools.
Enterprise-grade intake trusted by legal departments
You deserve an intake system as organized as you are.
Give your team the legal intake portal that will reclaim your headspace — so you can focus on the work that matters most