Examples: Automating TeamConnect Research & Insights with Tonkean

Legal operations teams in large enterprises often face the challenge of efficiently researching and surfacing insights from complex systems like TeamConnect. Matters, contracts, and other legal entities are distributed across multiple modules, making manual research both time-consuming and prone to error. Tonkean's Search TeamConnect Agent template revolutionizes this process by orchestrating seamless, automated research across all TeamConnect entities—empowering legal, procurement, and IT operations professionals to make faster, data-driven decisions.

1. Instantly Surface Matter Insights for Legal Teams

Imagine a scenario where a legal operations manager needs a consolidated view of all open matters related to a specific client or issue. Traditionally, this would require logging into TeamConnect, manually searching, and compiling data from various modules. With Tonkean, the Search TeamConnect Agent automates this process:

• Users can submit a request via intake forms, email, or Slack.
• The agent automatically queries TeamConnect for all relevant matters, leveraging intelligent request classification to ensure accuracy.
• Insights are compiled and delivered directly to the requester, or routed to the appropriate legal team for further action.

This not only saves hours of manual work but also ensures that insights are always up-to-date and consistent.

2. Cross-System Research and Reporting

Tonkean's composable platform enables the Search TeamConnect Agent to orchestrate research workflows that span beyond TeamConnect. For example, a procurement operations specialist may need to correlate TeamConnect matter data with contract records in Ironclad or document repositories in Box or Google Drive. Tonkean's data source integrations allow the agent to:

• Automatically pull and merge data from TeamConnect, Ironclad, and other connected systems.
• Generate comprehensive reports or dashboards using process optimization features.
• Trigger follow-up actions, such as sending notifications, updating records, or initiating approval cycles with approval cycles.

This cross-system orchestration ensures that operations professionals always have a holistic view, without toggling between multiple platforms.

3. Automate Legal Research Requests from Any Channel

Legal and procurement teams often receive research requests from a variety of channels—email, chat, forms, or even other enterprise systems. Tonkean's AI Front Door and collaborative intake capabilities allow the Search TeamConnect Agent to:

• Accept research requests from any channel, automatically triaging and routing them as needed.
• Leverage AI and GPT-powered insights to summarize findings or answer common questions.
• Track request status and provide real-time updates to requesters with the request status tracker.

This creates a seamless, user-friendly experience for both requesters and legal teams, reducing bottlenecks and improving satisfaction.

4. Enhanced Governance and Compliance

For enterprise legal operations, maintaining governance and compliance is critical. Tonkean's enterprise governance and control ensures that all research and insights workflows are auditable, secure, and compliant with internal policies. Automated logging, permission management, and customizable workflows help legal teams stay in control while accelerating their processes.

5. Real-World Impact: From Manual to Automated Legal Operations

By leveraging the Search TeamConnect Agent template, enterprises have reported:

• Reduction in manual research time by over 70%.
• Improved accuracy and consistency in legal insights.
• Faster response times for internal and external legal research requests.
• Greater adoption of legal processes across business units, as highlighted in our blog on legal workflow automation.

Get Started with Tonkean

Ready to transform your TeamConnect research and legal operations? Get started with Tonkean today, or explore more about our LegalWorks solutions for enterprise legal teams.