8 Steps to Smarter Legal Intake

What is legal intake?

Legal intake refers to the process through which you receive, assign and complete legal matters.

The legal intake stage is recognised by the Corporate Legal Operations Consortium as being "intended to define and reach agreement on the goals, objectives and scope of what is to be accomplished. This is one of the most important stages, as it drives everything that follows."

It can seem pretty daunting if your current legal intake software resembles more of an emergency hotline.

Are you ready to take it to the next level with legal intake?

As CLOC stated, legal intake truly is one of the most important stages of the Legal Department workflow.

Our Beginner steps will provide your team some structure to start with. As you progress through the Intermediate and Advanced tactics, you will realize new levels of efficiency and client satisfaction. 

8 steps to smarter legal intake

We've created this white paper to make legal intake stress-free and accessible for corporate in-house legal departments of all sizes and backgrounds.

It outlines some best practices on ticketing, workflow and Legal Department efficiency, which can save you considerable time and stress.

Download our legal intake white paper to learn more.