Legal Matter Intake

Tonkean makes it easy to create personalized software solutions that can automatically intake, triage, coordinate, and standardize legal requests.

Legal Matter Intake
Legal Matter Intake

Tonkean Legal Matter Intake

If you’re a legal ops professional, there is perhaps no aspect of your work that’s more taxing, tiresome, or costly than managing legal matter intake.

  • Requests related to everything from contract negotiations and NDAs to informal questions related to strategy and compliance come in from a sporadic array of channels—forms, phone calls, emails, chat messages, etc.
  • Each request requires you to stop what you’re doing so that you can triage it and coordinate a response. It doesn’t matter that you have lots of forms and apps that are supposed to help.
  • In fact, your apps may just make things worse, because they mandate context switching and tend to create a poor user experience for employees on the other side—which is why employees find workarounds. 67% of employees admit to skipping legal policies and procedures—a compliance nightmare.
  • Organizations need a better way of handling this. That's where Tonkean comes into play.

A better process experience

Legal Operations dashboard

Tonkean is a first-of-its-kind process experience platform that makes it easy for legal pros to create personalized internal software solutions that can automatically intake, triage, coordinate, and standardize unstructured inbound requests. Tonkean integrates with every app and system your team might already use, which allows you to create processes that meet employees where they are—eliminating change management and increasing adoption.

But that's just the start.

  1. Gather requests from anywhere: Gather requests from all sources of intake—including forms, Email, Slack, Teams, or other systems.
  2. Intelligent automation: Triage incoming requests to automatically discern their details—type, risk level, priority, etc.—update data systems, and generate responses to common requests.
  3. Personalized intake experiences: Automatically coordinate responses to more complex requests and facilitate collaboration across systems and working styles.
  4. 100% no-code: Legal ops teams own, manage, customize, and iterate upon intake solutions, without the need for developers or third-party consultants.
  5. Integration with other systems: Tonkean is an integrated solution that can update multiple systems simultaneously based on users' form responses. This allows teams to easily track back to e-billing and other systems.
  6. End-to-end visibility, tracking, and control: Tonkean provides a centralized legal operations dashboard where legal operations professionals can at any time review their backlog of matter requests and track the status of all subsequent action items—providing important levels of visibility both internally and to the GC and other executives.
  7. Create structures to lower risk: Route requests to the right legal team member based on the request type & area of law. Proactively follow-up.

Automation in action

Legal intake dashboard

In legal, intake problems can feel like an inevitable, necessary evil. But they’re not. Legal matter intake can be automated—in particular when the tasks involved are highly repeatable. By automating most of the high-volume, repetitive tasks involved in legal intake, triage, and coordination, you reclaim both your time and that of your in-house attorneys. It frees them to focus more of their energy on higher-value work—like those critical times when a request needs the expertise of a skilled professional, or focusing more broadly on company strategy, revenue insights, ESG compliance, and other business-critical issues.

Automate the critical but mundane and time-consuming processes around legal intake, triage, and coordination and regain your time and energy.

Find out how Tonkean can help

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Tonkean makes it easy to create personalized software solutions that can automatically intake, triage, coordinate, and standardize legal requests.

The Platform Capabilities that makes 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

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.
Mary O'Carroll, former President of CLOC and Head of Legal Operations at Google.
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.
Frances Pomposo, Senior Director of Legal Operations and Chief of Staff to General Counsel
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.
Stephanie Cline, Team Lead, Front-Line Operation