/ solutions / legal / intake triage
The routine requests sort and route themselves, so legal keeps the non-routine
An NDA, a standard vendor agreement, and a deal that could reshape the company all arrive at legal the same way, as a request in an inbox. Someone reads each one to decide what it is, which template applies, and who should handle it. We build an intake system on our agent and knowledge engine that sorts incoming requests, matches the routine ones to the right template or playbook, and routes them, so the team spends its time where its judgment is actually needed.
Every request comes through the same door, and a lawyer sorts each one by hand
Legal intake arrives as a stream of email and forms: an NDA to sign, a standard order form to review, a question that turns out to be routine, and, mixed in, the occasional deal that needs a lawyer's full attention. From the inbox they all look alike.
So the first thing that happens to every request is a person triaging it: reading enough to decide whether it is standard, which template or playbook it maps to, and who should own it. That sorting is skilled time spent before any real legal work begins.
The agent classifies intake and matches the routine to a template
We build the intake layer on our agent and knowledge engine. It reads each incoming request, classifies it against your own categories, and for the routine ones, an NDA, a standard order form, a common question, matches it to the right template or playbook position and routes it to the right owner or queue.
Because it runs on the knowledge engine, the match is grounded in your playbook and your prior positions, not a guess. A standard NDA lands with the approved form already attached, and a request that does not fit a template is flagged as non-routine and sent to a person.
The team spends its time on the non-routine, and a person stays on the judgment
The routine share of intake clears with a template attached and an owner assigned, so the queue legal actually opens is the set of requests that need a lawyer. The team stops spending its first hour of the day deciding what its email is.
Every classification and match is a proposal a person can accept or override, so nothing signs or commits on its own. The routine sorting comes off the desk, and the requests that need judgment are what is left in front of the team.
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Start with the requests that fill your intake queue
Tell us what comes through legal intake today and we scope it, or email hello@mcintoshsystems.com.