How Legal Intake & Triage Automation Helps
Streamlining Legal Requests with Automation
STREAMLINING LEGAL REQUESTS WITH AUTOMATION | checkbox.ai
The legal intake and triage tool is an automated solution designed to aggregate service requests from business users which are then appropriately prioritized and triaged to lawyers. Checkbox’s simple drag and drop interface allows users with no tech knowledge or background to create customized apps to manage legal operations, including a legal intake and triage tool that is suited for your operations.
Checkbox's legal intake system is embedded directly into your company's main portal, making it easy for business users to access legal request.
Clicking on legal requests will take users to the landing page which prompts users to select the nature of their request.
Depending on the request, the system will access the risk and decide if the request is self service or request the attention of lawyers.
If the request is self-serve, then the system will ask all the questions needed to generate your document/tend to your request.
If the request required the attention of a lawyer, it will automatically email the lawyer after collecting relevant information.
Are you ready to elevate your legal intake and request management?