INTAKE & SELF-SERVICE

Deliver better legal service and increase efficiency with intake, automation, and self-service for in-house legal teams

Manual processes and back-and-forth waste valuable resources and slow things down. Increase collaboration and speed up workflows with user-friendly, flexible intake and self-service for all your legal work, including contracts.

LawVu has helped the business engage with legal more. It's produced an easy place for the teams to go to, to both ask us questions and give us all of the information that we need to do the work.”

Rosanna Biggs, General Counsel, Linktree

“The LawVu Intake queue helps us see what work is waiting to be worked on, what’s in progress and what’s been completed. Business users are able to check the status of their requests. We’re finding this really helpful and feel it’s reduced the number of calls coming into the team to ask where something is at.

Susan Cattell, Senior Legal Operations Manager, AMP

“I have set up the NDA wizard and the team is really impressed. The scalability potential for the LawVu Business Portal is awesome and I can't wait to set up more wizards and automation to support the business.”

Beth Plunkett, Legal Counsel, 4DMedical

Flexible, user-friendly ways to streamline legal requests and empower the business

A better experience with legal

Multiple ways for the business to connect with legal ensures they can engage in the best way at the right time

Proactively manage workflows

With a unified view of legal task and contracts, you can triage, prioritize, automate, and gain deep insights into business requests

Reduce risk, speed up cycle times

Eliminate low-value manual tasks and improve visibility for both legal and the business with self-service, contract creation, and automation

Standardize and optimize legal requests and collaboration

  • Make it easy for your business to engage the legal team with a legal portal and integrations with their daily tools
  • Create configurable forms and set up simple workflows so clients can submit requests efficiently
  • Minimize back and forth and speed up cycle times by getting the information you need up front
  • Easily keep everyone up-to-date and eliminate admin with status updates and embedded collaboration tools

Scale legal services and drive business velocity without risk

  • Take low-risk, high volume work away from legal without slowing down the business using self service and automation
  • Make FAQs, templates and legal advice available in a user-friendly legal portal with security and control
  • Let business users create routine contracts on their own with simple wizards and templates
  • Give control and visibility to the business with shared contract lifecycle management and transparent matter collaboration

Get work to the right people, streamline legal workflows, and make data-driven decisions

  • No matter where work originates, legal sees an easy-to-manage, consolidated view of all requests
  • Easily create records and triage, collaborate and share work as it comes in
  • Leverage data and automation to balance workloads and reduce admin overhead on work in progress
  • Use structured data and dashboards to optimize processes, manage spend, and showcase legal's value

Powerful integrations that save time and make it easy to build a single source of truth

  • No need to disrupt workflows, use tools the business is already using
  • Easily get information from Outlook and Gmail into your workspace, attachments and all
  • Integrations with Slack, Teams, and Salesforce make it easy to raise requests, create contracts and keep everything up-to-date
  • Get the structured information you need with guided forms and auto-populated fields

The advantage of intake and self-service in the LawVu legal workspace 

Only LawVu provides a truly integrated, easy to use legal workspace.

You have a lot on your plate, and your business has a lot of requests. LawVu Intake is completely integrated into an easy-to-use, connected legal workspace for matter, contract and spend management, designed specifically for in-house teams and their business partners.

Intake & self-service
Matter management
Contract management
Spend management
Insights & reporting

Learn about higher ROI and bigger benefits of the legal workspace

Frequently Asked Questions

3

What are the benefits of having centralized intake?

With centralized intake, submission guidelines are set by your legal team, so intake is structured and the important information legal needs is collated. That means your legal team will drastically reduce how much time they spend in their inboxes, going back and forth with the business, asking for more information to complete a request. All details are managed through the LawVu intake process.
3

What intake integrations do you offer?

LawVu’s intake integrations help you meet the business where they are which makes it super easy to send requests to legal. This means the business never has to leave the tools they love in order to submit legal requests, and the legal team receives the requests in a structured format ready to be turned into a matter or contract with just a few clicks.

LawVu offers several integrations that add speed and flexibility to your intake process including email integrations like Gmail and Outlook, customer relationship managers like Salesforce, communication channels like Slack, Microsoft Teams, and the LawVu Business Portal.

3

What is legal intake for corporate teams?

Intake is a means by which work is received by the legal team and assigned to the correct in-house attorney/member. Software tools can help streamline and automate intake, creating efficiencies for legal teams and the business by ensuring that critical data and information is captured and work can be routed to the right people quickly.
3

Can I combine legal intake for contracts and matters?

Both legal teams and the business benefit significantly when using a solution that handles both contract and matter management: there is only one central place for the business to engage with legal; self-service capabilities for multiple types of legal work can be taken advantage of, including contract self-service creation and management; and there’s one single source of truth and data for the entire organization’s legal work that can be easily leveraged. In addition, there is less technical overhead and fewer disparate places for people to work, which saves significant time.

Experience it for yourself

Schedule your demo today and see personalized use cases, advanced configurations and get all your questions answered.

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