AI-Enhanced Legal Intake Forms

Elevate your legal operations intake with real-time data enrichment, adaptable form sequences, and an easy-to-use editor for building and modifying workflows. For matter creation, contract reviews, and virtually any other kind of legal process, transition from static intake to dynamic, responsive, and intelligently tailored workflows that delight requesters and create visibility for everyone.

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Drive adoption with dynamic, tailored intake

Features

Drive adoption with dynamic, tailored intake

AI-powered routing effortlessly connects requesters to the right workflow from plain-language requests
Forms adjust on the fly, offering requesters only the essential steps and ensuring a smooth path every time
Real-time data enrichment eliminates redundant fields and makes intake more efficient
Use AI and natural-language processing to interpret uploaded documents, extract data, and pre-fill essential details

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Features

Build and modify experiences with ease

Design intake processes with a drag-and-drop WYSIWYG interface
Incorporate interactive widgets that bring your forms to life, responding in real time to requester needs
Customize every form sequence to align with your brand color palette and visual identity

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Features

Seamless data integrations

Fetch and populate data from CRM, ERP, and other systems
Auto-enhance form fields with up-to-the-minute information, ensuring accuracy and accelerating intake
Create a comprehensive status dashboard for each request by unifying data from various sources

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Features

100% no-code process orchestration

Ensure every workflow aligns with your policies and processes, maintaining compliance throughout
Opt for ready-to-use templates or design custom workflows for your unique needs
Active system monitoring triggers actions from changes in third-party systems in real time

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