Legal Matter Intake
Enrich legal intake forms and workflows with dynamic data and UI.
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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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
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
Features
Capture all requests in a tailored dashboard
- Capture requests from every intake channel and manage all legal matters in a unified view
- Build and modify custom views
- Get end-to-end visibility so you can fine-tune processes and identify bottlenecks
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
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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