Legal Matter Intake

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.

Legal Matter Intake
Legal Matter 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

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

Find out how Tonkean can help

Start with this template for free!

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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The platform capabilities that make this possible.

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Create a process experience that works.

Maximize adoption, compliance, and efficiency.
Transform your internal processes with powerful AI and personalized experience. 100% no-code.

Trusted by the world’s most innovative teams

Google
"
I have seen first-hand the impact that Tonkean can make in transforming complex processes at enterprise scale, resulting in millions of dollars saved from removing time-consuming manual tasks and eliminating other one-off solutions, Empowering an operations team to be innovative while reducing change management is a game changer.
"
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Mary O'Carroll, former President of CLOC and Head of Legal Operations at Google.
Workday
"
Tonkean has been great for our team because we can supplement certain business practices that we've been doing manually and automate them and we don't need to involve business technology we can take risks we can try things out because it's us doing the no code behind the scenes which I think is really key and impactful and we can see the ROI and benefit right off the bat.
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Frances Pomposo, Senior Director of Legal Operations and Chief of Staff to General Counsel
Grubhub
"
Easy to use, non coding automation platform w/ valuable customer support. Tonkean has increased our efficiency by reducing manual processes. By taking out the human in the loop when not necessary, we can also reduce errors caused by manual input.
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Stephanie Cline, Team Lead, Front-Line Operation