Lawcadia provides intelligent, streamlined and automated workflows from your internal business stakeholders to the legal team, capturing instructions and key information. Whether you're looking for simple legal intake or a comprehensive legal front door, Lawcadia's configurable intake and triage is designed to meet your specific requirements.
Purpose-built for in-house legal teams, Lawcadia’s matter intake and triage is designed to help you and your team:
Tailor questions and workflows to align seamlessly with the way your business operates. Provide your internal clients with real-time updates on the progress of their legal matters and utilize collaboration tools to share information and documents.
With Lawcadia's intuitive platform, which is accessible across various devices, you can offer self-service options for documents, agreements, policies, and even training videos, ensuring efficiency and convenience.
Lawcadia can simplify and automate the intake and triage process to solve these common frustrations:
Frequently Asked Questions
What is Legal Intake and why does it matter?
Legal intake is the structured process by which the business submits requests to the legal team. Without it, work arrives through a mix of email, chat and informal conversation, making it difficult to track volume, prioritize effectively, or measure service delivery. A structured intake process ensures every request is captured with the right information from the outset.
How does Legal Intake help with prioritization?
Good intake includes triage logic that routes requests based on factors such as matter type, risk level, urgency and business unit. This means legal resource is directed to the work that genuinely needs it, while routine or lower-risk requests can be handled through templates, self-service tools or automated workflows.
What information should a Legal Intake form capture?
At minimum, an intake form should capture the nature of the request, the business context, key dates, the relevant stakeholders, and any supporting documents. Conditional logic can be used to show or hide fields depending on the request type, keeping forms concise while ensuring the legal team receives complete information.
How does Lawcadia handle Legal Intake?
Lawcadia’s Intake & Triage solution allows teams to build customizable intake forms for different request types, with conditional fields and validation rules. Once submitted, requests are automatically triaged and routed based on defined rules. The intake process connects directly to matter creation, workflow automation and document management, removing the need for manual data re-entry.
What is the biggest risk of not having a formal Intake process?
Without structured intake, the legal team has no reliable record of demand. Work gets lost, prioritized inconsistently, or tracked in individual inboxes. This makes it impossible to report accurately on workload, identify bottlenecks, or justify resources. It also creates a poor experience for the business, which cannot see the status of their requests.
How do you get business stakeholders to use a Legal Intake system?
Adoption depends on the system being straightforward to use and clearly communicated. Legal teams that launch intake with context about why the process exists and what the requester gets in return tend to see better uptake. Starting with a small number of high-volume request types, refining the process based on feedback, and making status updates visible to requesters all support sustained adoption.