12 Steps to Smarter Legal Intake & Triage

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.

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.

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.