Guides to legal intake and service request management, covering the front door, request forms, triage, routing and the metrics that show whether intake works. Written for in-house teams designing how the business asks legal for help.
Your assistants and coordinators file legal requests for other people every day, and the wrong person gets the updates. How to handle on-behalf-of submissions, and the roles that keep both people in the loop.
Your legal front door works well in English, and employees abroad still email their local lawyer. How multilingual legal intake is architected, and the data rules that keep every language in one system.
Your legal team serves a dozen countries, and each region still asks for help its own way. How to design one global front door that works in every language, and the routing that sends requests to the right team.
Your legal team launched a front door, and requests still arrive by email, half complete, in the wrong queue. What goes wrong with legal intake most often, and the fixes that keep requests in one place.
Your legal front door collects requests well, and then someone retypes each one into the matter or contract system. How to connect LSR to CLM and ELM, and the data rules that keep one request as one record.
Your lawyers answer the same status questions all week, and decisions live in private inboxes. How communicating with legal should work in a request system, and the records that keep every exchange together.
You are being asked what AI can do for your legal front door, and the vendor demos all look confident. What AI handles reliably in intake and triage, and the controls that keep legal judgment in the loop.
Your intake form captures good data, and someone still sorts every request by hand before a lawyer sees it. How automated legal triage makes those routing decisions, and the rules that keep them accurate.
Your legal intake form asks every requester the same questions, whether they need an NDA or have a regulatory notice. How to split intake into clear service categories, and the routing that follows each one.
Your legal intake form has to work for dozens of business units, several languages, and many legal entities at once. What changes at enterprise scale, and the practices that keep one form working everywhere.
You need a request form your business will actually complete, and a generic template leaves legal chasing the missing details. A field-by-field template, and the mistakes that make most forms fail.
Every business team tells you its request is urgent, and your lawyers end up choosing between them. How to prioritize legal work with a risk matrix, and the rules that keep urgency honest.