--- title: How to Optimize Your Legal Intake Process description: The right tools can help you standardize, automate, and simplify legal intake, allowing in-house lawyers to get more done in less time. image: https://blog.linksquares.com/hubfs/Blog_Thumbnail%20(1)-Sep-13-2023-12-40-54-9543-AM.png --- [Skip to content](https://blog.linksquares.com/how-to-optimize-your-legal-intake-process#main-content) [LinkSquares](https://blog.linksquares.com/) Open Mobile Menu [LinkSquares](https://linksquares.com/) Close Mobile Menu [Why LinkSquares](https://linksquares.com/why-linksquares/) [Products](https://linksquares.com/products/) --- [The LinkSquares Cloud One platform for all your in-house legal needs](https://linksquares.com/products/linksquares-cloud/) --- Contract Lifecycle Management Create, review, manage and sign contracts Legal Project Management Centralize your work and keep projects moving Cross-product capabilities Get scalability, efficiency and connectivity LinkSquares Onboarding Experience A step by step guide to get started today --- [Solutions](https://linksquares.com/solutions/) [Customer Stories](https://linksquares.com/customers/) Resources Content [LinkSquares+ Content curated for in-house leaders](https://linksquares.com/plus/) [The Library](https://linksquares.com/library/) In the studio [Demo Library](https://linksquares.com/demo-library/) Community & Events [Customer Stories](https://linksquares.com/customers/) [Events & Webinars](https://linksquares.com/events/) Learning [Blog](https://blog.linksquares.com/) [In-House Insights](https://linksquares.com/inhouse-insights/) [Knowledge Base](https://help.linksquares.com/) [Events](https://linksquares.com/events/) [About Us](https://linksquares.com/about-us/) [Careers](https://linksquares.com/careers/) [Press](https://blog.linksquares.com/tag/linksquares-news-press) [Pricing](https://linksquares.com/pricing/) [Request a demo](https://linksquares.com/demo-request/) Back Close Mobile Menu [Contract Lifecycle Management](https://linksquares.com/products/) [Finalize Streamline your contract creation process](https://linksquares.com/products/finalize/) [Sign Get your contracts executed faster](https://linksquares.com/products/sign/) [Analyze Your post-signature analytics & repository](https://linksquares.com/products/analyze/) [CLM Suite One platform to rule them all](https://linksquares.com/products/) [Request a demo](https://linksquares.com/demo-request/) Back Close Mobile Menu [Legal Project Management](https://linksquares.com/products/) [Prioritize Manage, track, and report on legal work in one place](https://linksquares.com/products/prioritize/) [Request a demo](https://linksquares.com/demo-request/) Back Close Mobile Menu [Cross-product capabilities](https://linksquares.com/products/) [LinkAI Predictive and generative AI](https://linksquares.com/products/analyze/features/ai/) [Integrations Connect the tools you love](https://linksquares.com/integrations/) [Reporting Improve your teams efficiency with KPIs](https://linksquares.com/products/analyze/features/dashboard/) [API Integrate with any third-party app](https://linksquares.com/integrations/linksquares-api/) [Request a demo](https://linksquares.com/demo-request/) Back Close Mobile Menu [Cross-product capabilities](https://linksquares.com/products/) [Onboarding We're here for you from day one](https://linksquares.com/onboarding-services/) [Services Short on time? 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Let's take the legal intake process, for instance. Loads of teams use a whole mixed bag of channels — think email, Slack, calls, texts — to gather legal requests. It sounds flexible, but it's quite easy for stuff to get lost in the shuffle.  With this kind of haphazard process, one urgent request can send your entire day into a frenzy. And just think about the time you waste switching between tools, hunting down more information from the person who made the request, or sifting through related documents. Before you know it, your team is spending more time managing the request than actually ticking things off the to-do list. ## 3 ways to optimize your legal intake process Thankfully, legal teams don’t have to rely on manual or cobbled together intake processes. The right tools can help you standardize, automate, and simplify legal intake, allowing in-house lawyers to get more done in less time. Here are three ways in-house legal teams can optimize the [legal intake process](https://blog.linksquares.com/legal-intake-legal-task-management): ### Consolidate tools to standardize your legal intake Modern legal teams are fielding requests from every business unit, and many teams track them in just as many tools. Maybe sales sends Slacks, but marketing uses their project management tool and the executive team mentions something in a meeting that you jot down on a piece of paper. When it comes to optimizing your legal intake, selecting one tool to manage your intake is a great first step. Centralizing all legal requests, approvals, and associated contracts into a single location makes it easy for you to triage and execute on requests.  [![legal operations ](https://no-cache.hubspot.com/cta/default/6934676/43e199b0-8a1a-4231-8a1c-6e587b48c7f6.png)](https://cta-redirect.hubspot.com/cta/redirect/6934676/43e199b0-8a1a-4231-8a1c-6e587b48c7f6) ### Simplify the request process for stakeholders It’s true — consolidating your intake channels is easier said than done. Sometimes, your teammates submit requests through different channels because they don’t know any better. They don’t know what the “proper” channel is, or they’re unsure where to find it.  The easier you can make it for stakeholders to submit requests, the more likely they are to follow your process. Empower stakeholders to submit requests in the channels they already use. This can be as simple as linking your form on your intranet or adopting an intake tool that integrates with email or your preferred messaging tool. ### Cut down the manual work Tiny manual processes add up. Inputting requests from email into a spreadsheet, tracking requests in email threads, and documenting them in your notes app are small actions that have a huge impact on your legal workflows. How you receive requests is just one piece of the puzzle. How you track those requests is just as important. Look for a [project management tool](https://blog.linksquares.com/asana-vs-monday-vs-jira-vs-zendesk-vs-linksquares-prioritize-choosing-the-right-tool-for-legal-task-management)that goes beyond just legal intake and can help you manage, track, and report on all that work.  ## Takeaways Legal intake is the front door to your legal team and it sets the tone for the rest of your legal workflows. To boost the efficiency of your legal intake process, consider adopting a tool where you can track and report on not just requests but *all* the work you’re doing.  See how [LinkSquares Prioritize](https://linksquares.com/products/prioritize/) can help you streamline legal intake workflow. Request a demo today. ![avatar](https://blog.linksquares.com/hs-fs/hubfs/Ashley%20Gaines-3307%20copy-1.png?width=290&name=Ashley%20Gaines-3307%20copy-1.png) #### [Ashley Gaines](https://blog.linksquares.com/author/ashley-gaines) Manager, Product Marketing LinkSquares ## Subscribe to the LinkSquares Blog Stay up to date on best practices for GCs and legal teams, current events, legal tech, and more. ## Related Articles ### [Emily Weiner Nov 07, 2023 7 min read How to Let Legal Project Management Tools Do the Heavy Lifting Your in-house team already does a lot, but with support from the right legal project management processes and tools, you can ... Start Reading](https://blog.linksquares.com/let-legal-project-management-tools-do-heavy-lifting) ### [Ashley Gaines Sep 15, 2023 7 min read 3 Ways to Automate Legal Work We hear a lot about the tech stacks of sales and marketing teams, but what about legal? What tools are needed to support the ... Start Reading](https://blog.linksquares.com/3-ways-to-automate-legal-work) ### [Ashley Gaines Aug 09, 2023 9 min read Unlocking Efficiency: The Multifaceted Benefits of a Legal Project Management Tool In the fast-paced world of legal work, tasks are numerous, varied, and often complex. From reviewing marketing content to ... 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[Status](https://linksquares.statuspage.io/) - [Your Privacy Choices](https://go.linksquares.com/linksquares-do-not-sell-or-share-personal-data) - ![aicpa soc 2](https://blog.linksquares.com/hs-fs/hubfs/soc2_66933e61%20copy.png?width=100&height=100&name=soc2_66933e61%20copy.png) - ![barr certification](https://blog.linksquares.com/hs-fs/hubfs/Frame%201921.png?width=129&height=57&name=Frame%201921.png) ```json { "@context" : "http://schema.org", "@type" : "Organization", "address" : { "@type" : "PostalAddress", "addressCountry" : "United States", "addressLocality" : "Boston", "addressRegion" : "MA", "postalCode" : "02109", "streetAddress" : "60 State Street" }, "knowsLanguage" : "en", "logo" : { "@type" : "ImageObject", "url" : "https://6934676.fs1.hubspotusercontent-na1.net/hubfs/6934676/Navigation/logo_643dd1b1.svg" }, "name" : "LinkSquares", "url" : "https://blog.linksquares.com/how-to-optimize-your-legal-intake-process" } ``` ```json { "@context" : "http://schema.org", "@type" : "BlogPosting", "abstract" : "The right tools can help you standardize, automate, and simplify legal intake, allowing in-house lawyers to get more done in less time.", "author" : { "@type" : "Person", "name" : "Ashley Gaines" }, "dateModified" : "2023-09-13T13:00:00Z", "datePublished" : "2023-09-13T13:00:00Z", "headline" : "How to Optimize Your Legal Intake Process", "image" : "https://6934676.fs1.hubspotusercontent-na1.net/hubfs/6934676/Blog_Thumbnail%20%281%29-Sep-13-2023-12-40-54-9543-AM.png", "inLanguage" : "en", "keywords" : "[Legal Task Management]", "mainEntityOfPage" : { "@type" : "WebPage" }, "name" : "How to Optimize Your Legal Intake Process", "publisher" : { "@type" : "Organization", "logo" : { "@type" : "ImageObject", "url" : "https://6934676.fs1.hubspotusercontent-na1.net/hubfs/6934676/Navigation/logo_643dd1b1.svg" }, "name" : "LinkSquares" }, "text" : "As much as we try to iron out the kinks in our legal operations, sometimes things still slip through the cracks. Let's take the legal intake process, for instance. Loads of teams use a whole mixed bag of channels — think email, Slack, calls, texts — to gather legal requests. It sounds flexible, but it's quite easy for stuff to get lost in the shuffle. With this kind of haphazard process, one urgent request can send your entire day into a frenzy. And just think about the time you waste switching between tools, hunting down more information from the person who made the request, or sifting through related documents. Before you know it, your team is spending more time managing the request than actually ticking things off the to-do list. 3 ways to optimize your legal intake process Thankfully, legal teams don’t have to rely on manual or cobbled together intake processes. The right tools can help you standardize, automate, and simplify legal intake, allowing in-house lawyers to get more done in less time. Here are three ways in-house legal teams can optimize the legal intake process: Consolidate tools to standardize your legal intake Modern legal teams are fielding requests from every business unit, and many teams track them in just as many tools. Maybe sales sends Slacks, but marketing uses their project management tool and the executive team mentions something in a meeting that you jot down on a piece of paper. When it comes to optimizing your legal intake, selecting one tool to manage your intake is a great first step. Centralizing all legal requests, approvals, and associated contracts into a single location makes it easy for you to triage and execute on requests. Simplify the request process for stakeholders It’s true — consolidating your intake channels is easier said than done. Sometimes, your teammates submit requests through different channels because they don’t know any better. They don’t know what the “proper” channel is, or they’re unsure where to find it. The easier you can make it for stakeholders to submit requests, the more likely they are to follow your process. Empower stakeholders to submit requests in the channels they already use. This can be as simple as linking your form on your intranet or adopting an intake tool that integrates with email or your preferred messaging tool. Cut down the manual work Tiny manual processes add up. Inputting requests from email into a spreadsheet, tracking requests in email threads, and documenting them in your notes app are small actions that have a huge impact on your legal workflows. How you receive requests is just one piece of the puzzle. How you track those requests is just as important. Look for a project management tool that goes beyond just legal intake and can help you manage, track, and report on all that work. Takeaways Legal intake is the front door to your legal team and it sets the tone for the rest of your legal workflows. To boost the efficiency of your legal intake process, consider adopting a tool where you can track and report on not just requests but all the work you’re doing. See how LinkSquares Prioritize can help you streamline legal intake workflow. Request a demo today.", "url" : "https://blog.linksquares.com/how-to-optimize-your-legal-intake-process", "wordCount" : "745" } ```