12 Steps to Smarter Legal Intake & Triage

Xakia white paper - 12 steps to smarter legal intake & triage

If your business clients are simply calling or emailing you direct, there is a better way!  Download our white paper now to learn how legal intake can save your corporate Legal Department considerable time, pain and stress.

We'll explore the 12 steps you can deploy for saner, smarter legal intake, starting with Beginner-level tactics and working up to Advanced manoeuvres.

Download the white paper now

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.

legal intake software

The average in-house lawyer handles 173.2 contracts every year.

2019 Global Legal Department Benchmarking Report

reviewing contracts

Limit opportunity for error with legal operations

With 173.2 contracts on average each year, that means in-house lawyers are dealing with 173 legal requests from business clients, 173 sets of parties, deadlines and terms and, depending on the organization’s intake process, 173 opportunities for incomplete information, miscommunication and heartburn.

Add to that, the nine litigation legal matters that same average lawyer is juggling - and there's even more opportunities for incomplete information, miscommunication and stress.

By applying some legal operations best practices on ticketing, workflow and knowledge management, your in-house legal team can save considerable time and stress.

The good news: A few simple process improvements can pay big dividends, and many of these can be “DIY” fixes.

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. And each one of those 173 contracts should feel a little easier.

woman using laptop
Download your complete guide to legal intake, ticketing and triage

12 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 knowledge management, which can save your legal department considerable time and stress.

Download our legal intake white paper to learn more.

Learn more about our legal intake & triage software

Additional legal intake & matter management resources


Client portals for real-time collaboration: An essential tool for Legal Departments


Benefits & Why Legal Intake & Triage Matters for Corporate Legal Departments


In-House Legal Matter Workflow: A Journey of Continuous Improvement