In the life cycle of a legal matter, little attention is typically paid to the intake process. In fact, many lawyers may be tempted to view intake as simply an administrative matter that someone else handles. In reality, the intake process is crucial to setting a matter up for success and plays a huge role in running an effective legal department.

Intake in the corporate world is a means for the corporation to request services from the legal department. The intake process is the requester’s first interaction with the legal team and forms the basis for the entire life cycle of the matter. As important as it is, however, legal departments have long struggled to streamline and perfect the operations of onboarding new matters.

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