Intake and Triage
Legal intake software for
in-house legal teams
Streamline incoming legal requests with automated workflows, structured intake forms, and intelligent triage.
Most in-house legal teams receive briefings from a surprisingly large number of sources: paper forms, email, telephone, an impromptu visit, or a passing discussion in the lunchroom.
Automating the intake and triage process is a critical step in modern legal operations. A centralized legal intake platform helps in-house legal teams standardize how requests are captured, assessed, and routed across the business.
Dazychain’s legal intake software help legal teams to optimize intake and triage, speed up the team’s response to clients, and save hours of administration time each week through automation.
Standardize intake with custom intake forms
Create a simple and effective intake process
Intake forms provide a structured format for collecting matter-related information. By using Dazychain’s customized legal intake forms, legal teams can streamline the legal intake process, and ensure that they receive consistent and complete information for each matter, reducing the risk of missing critical details or making errors.
The intake form can include a wide range of information such as internal client details, matter type, region, business unit, urgency, related matters, associated documents and emails and briefing background.
A well-designed client intake form ensures consistent data capture, improves data integrity, and supports secure data handling across all legal requests.
When the internal client submits the form, a detailed matter is created in the Intake folder in Dazychain. The nominated team members are notified via email and Dazychain that a new matter has arrived, at which point they can assess the matter, triage it for urgency and appropriateness, allocate it to the appropriate team member and move it to the nominated location.
Generate more meaningful reports with our legal software
Data integrity you can rely on
Build data collection for intake and triage for more detailed and granular reporting and produce insightful information that spans the entire matter management process.
A more streamlined intake process supports data consistency, completeness, and reliability, enabling legal teams to extract valuable insights, assess performance, and make informed decisions that align with the organization’s strategic goals.
“…what we tended to do previously was, every time a new instruction came in, we’d open a new matter. Dazychain gives me the ability to quickly search and identify whether we’ve already looked at something similar (or the same), and so instead of opening a new matter, we just open an extension of the existing matter or leverage the work that was previously done.”
John Pease
Deputy CEO & Company Secretary
Power and Water Corporation
Transforming corporate legal departments
Dazychain is a comprehensive legal operations platform designed to combine legal intake, matter management, and automated workflows into a single system.
Dazychain matter management systems are the ideal choice for your team. This in-house legal matter management software suite is designed specifically for in-house legal departments. Built from the ground up, it provides the features, functionality, and flexibility you need to deliver real value to your entire organization.
Boost your corporate legal department’s performance with a seamless intake process!
The efficient management of legal matters is critical for in-house legal teams, and it begins with a well-structured intake and triage process. Dazychain’s legal intake software provides simple solutions to the key challenges faced by corporate legal teams.
We ensure that the in-house legal team has the tools to work more effectively with internal and external clients. Dazychain eliminates the need for unnecessary back-and-forth between clients and the team. And our intake and triage process offers a quick, seamless, and impressive experience for all stakeholders. Enjoy faster turnaround times, more detailed instructions, better briefing and seamless workflow management as Dazychain takes care of intake and triage for you.
When evaluating legal intake software, in-house legal teams should look for structured request forms, automated triage and routing rules, matter creation workflows, and reporting capabilities. Integration with email, document management systems, and contract lifecycle management tools can also help ensure legal intake processes fit seamlessly into existing legal operations.
Legal intake software can manage a wide range of legal requests, including contract reviews, compliance questions, policy approvals, dispute notifications, procurement support, and regulatory inquiries. By routing requests through a single intake process, legal teams can ensure work is prioritised appropriately and handled by the right legal specialist.
Legal intake software improves legal operations by creating a consistent process for how work enters the legal department. Requests can be captured through structured forms, automatically triaged based on predefined rules, and converted into matters or workflows. This reduces manual coordination, improves transparency across the team, and provides reporting on legal demand across the organisation.
As organisations grow, legal teams receive increasing volumes of requests from business stakeholders. Legal intake software provides a structured front door for legal requests, helping teams standardise submissions, prioritise urgent matters, and maintain visibility over incoming work. This improves response times, reduces administrative overhead, and allows legal teams to focus on higher-value legal tasks.
