8 Steps to Smarter Legal Intake

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If your business clients are simply calling or emailing you direct, there is a better way! 

Download our white paper to learn how legal intake can save your corporate Legal Department considerable time, pain and stress.

We'll explore the 8 steps you can deploy for saner, smarter legal intake, from Beginner-level tactics and working up to Advanced manoeuvres.

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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 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. 

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Download your complete guide to legal intake, ticketing and triage

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.

Learn more about our legal intake & triage software

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Additional legal intake & matter management resources

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WHITE PAPER

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

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legal intake & triage
BLOG

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

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legal matter workflow
BLOG

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

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Legal matter management for in-house legal teams who need to ruthlessly triage the chaos

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