This tutorial will show you how to set up a feature rich legal intake tool to help you centralise legal requests and streamline collaboration across the entire business. This tool is perfect for smaller in-house teams at fast-growing startups (rocketships!). This will ensure you can effortlessly triage, track, prioritise, and complete all incoming legal requests.

This legal intake tool includes the following features:

  • Dedicated interface for sales & marketing teams to raise legal requests
  • Prioritise & categorise all legal requests
  • Manage attachments (e.g. third party paper)
  • Workflow management (incl. statuses & requests overview)
  • Deadlines & notifications
  • Audit log of all communications on a given legal matter

In ~20 minutes you'll have a fully functioning legal intake tool without spending a penny.

Follow Legal OS on LinkedIn & get in touch for the template or if you have any questions. Alternatively, email me: martin@legalos.io.