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Top 3 Prioritize Intake Paths for Legal Teams
5 min read

Top 3 Prioritize Intake Paths for Legal Teams

In the legal field, staying ahead is more than just about keeping pace with work. It’s about leveraging the right tools to streamline your projects and tasks effectively. That's where LinkSquares Prioritize comes into play - the ultimate legal project management tool designed to transform how teams manage their workflows, ensuring nothing falls through the cracks.

Diving into intake methods

Imagine having a tool that lands every new task, request, or project exactly where it needs to—that's Prioritize. But how do you get started? Here are three favorite ways to feed your tasks into Prioritize, ensuring a seamless flow from conception to completion.

Slack integration

Teams that thrive on Slack can integrate their workspace with Prioritize to seamlessly submit legal requests without hopping between systems. Teams can generate requests using Slack shortcuts or straight from the LinkSquares Slack app. Requesters fill out the Prioritize intake form and will receive a notification when the task has been submitted - simple as that.  

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Legal can then see the task in Prioritize to start on the request. And the best part? Everyone was able to stay in the tools they know and love.

Email integration

Yes, your email can do more than just send and receive messages. Simply forward an email to your unique Prioritize email address, and watch as tasks automatically populate on your board. Information, including the task name, description, requester, and attachments, is collected from the email and automatically ingested into a task on the board. It’s effortless, intuitive, and a game-changer for legal teams bogged down by email clutter.

Web form 

Perhaps the most versatile intake method is the Prioritize web form. Prioritize users can share the URL with a quick copy and paste or even pin it in popular company channels, team wikis - the list goes on! Requests simply select the URL and complete their request, and they can then continue on with their day.

Ready to transform how you manage your legal projects? Book a demo today and discover all the ways Prioritize can simplify your day. 

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Colleen Matthews is a Product Marketing Manager at LinkSquares.