LEGAL INTAKE SOFTWARE

Give the business one clear way to engage Legal

Legal work often begins with a simple business need: review a contract, provide advice, assess risk, resolve a dispute, respond to a privacy issue or support an urgent decision.

Without a structured intake process, those requests arrive through inboxes, Teams messages, phone calls and informal conversations. Important information is missing, priorities are unclear, work is difficult to track and Legal spends valuable time chasing context before it can act.

Dazychain gives the business one clear, secure way to engage Legal. Every request is captured consistently, the right information is collected from the start, matters are triaged by type, risk and urgency, and work is routed to the right person or workflow with clear ownership.

The result is faster response times, less administrative effort, better prioritisation, clearer accountability and complete visibility over legal demand, workload, risk and outcomes.

Book a Demo

Free Trial

See the Video

Legal request flow: business user, legal intake form, triage rules, legal owner, matter workflow

The problem: legal requests arrive everywhere

Business users often send legal requests to the person they know, not the place the legal team can manage them.

Requests may arrive through:

Shared legal inboxes
Direct lawyer emails
Executive requests
Procurement workflows
Contract systems
Teams messages
Phone calls
External counsel updates
Informal conversations
Spreadsheets
Business unit trackers

This makes legal work difficult to prioritise, manage and report on.

What goes wrong without legal intake software?

Instructions are incomplete

Legal teams spend time asking for missing documents, dates, counterparties, approvals, and business context.

Work is hard to prioritise

Urgent, high-risk or strategically important matters may sit beside routine requests.

Ownership is unclear

Requests may be forwarded between lawyers before someone takes responsibility.

The business gets inconsistent service

Different business units may experience different response times and processes.

Reporting is incomplete

If requests are not captured at intake, legal demand is difficult to measure.

Dazychain legal intake

Dazychain helps legal teams create a structured intake process for the business.

Capture legal requests

Use guided forms to collect the right information from the start.

Classify matter types

Identify the request as a contract, advice matter, dispute, compliance issue, employment matter, governance request, or other legal matter.

Assess priority and risk

Capture urgency, due date, value, complexity, reputational risk, and business impact.

Route to the right owner

Assign the request to the right lawyer, legal operations user, contract team, external counsel, or approval group.

Create the matter automatically

Turn the request into a managed legal matter with status, documents, tasks, owner, and reporting data.

Legal request types

Dazychain can support intake for:

Legal advice requestsContract review requestsNew contract requestsNDA requestsProcurement legal reviewsEmployment legal questionsPrivacy requestsDispute notificationsLitigation mattersGovernance requestsRegulatory requestsCompliance mattersExternal counsel requestsPolicy reviewsTraining requests

Example legal intake fields

General request details:

Requestor name
Business unit
Department
Location
Matter type
Request description
Required date
Priority
Business impact
Strategic importance
Documents attached

Contract request fields:

Contract type
Counterparty
Contract value
Business owner
Approval status
Review required
Execution date
Renewal date
Risk rating
Supporting documents

Legal advice fields:

Legal issue
Business context
Jurisdiction
Decision required
Relevant policy or contract
Deadline
Commercial impact
Required output

Dispute or litigation fields:

Parties involved
Claim type
Jurisdiction
Court or tribunal
Amount in dispute
Key dates
External counsel involved
Risk rating

Legal triage

Legal triage helps teams decide what happens next. Dazychain can triage by:

Matter typeBusiness unitJurisdictionContract valueUrgencyComplexityRiskReputational impactStrategic importanceDue dateRequired expertiseExternal counsel requirementLegal privilege requirement

Legal triage dashboard and new legal matter screen

Example routing rules

Contract review

If request type is contract review and contract value is high, assign to senior legal counsel and create a contract approval workflow.

NDA request

If request type is NDA and standard template is suitable, route to contract workflow and prepare the relevant document, or provide a self-service option.

Employment legal advice

If request type is employment law, assign to employment counsel or the nominated external firm.

Litigation matter

If request type is litigation or dispute, assign a legal matter owner, capture key dates, and create a dispute workflow.

Governance matter

If request type is board or governance, route to the governance legal team and apply restricted access if needed.

FEATURES AND BENEFITS

Everything you need to run a consistent legal intake and triage process

Legal front door

Feature: One place for the business to request legal support.
Benefit: Business users know where to go.
Business outcome: Fewer lost requests and more consistent legal service delivery.

Structured intake forms

Feature: Capture required information for different matter types.
Benefit: Legal receives better instructions.
Business outcome: Reduced back-and-forth and faster triage.

Matter triage

Feature: Assess legal requests by type, risk, value, urgency and complexity.
Benefit: Important matters are prioritised properly.
Business outcome: Better risk management and faster response to critical work.

Automated routing

Feature: Assign work to the right lawyer, team or workflow.
Benefit: Less manual forwarding.
Business outcome: Clearer ownership and faster matter progression.

Document upload

Feature: Requestors can attach contracts, emails and supporting documents.
Benefit: Legal receives the materials needed to begin.
Business outcome: Faster review and fewer delays.

Intake reporting

Feature: Capture structured data about incoming legal demand.
Benefit: Legal leaders can understand what work is coming in.
Business outcome: Better resourcing, prioritisation and executive reporting.

Benefits for business users

Clearer process for requesting legal support
Better guidance on what information to provide
Faster acknowledgement
More consistent service
Better visibility of request status

Benefits for Legal teams

Better quality instructions
Less manual triage
Clearer work allocation
Better prioritisation
Fewer missed requests
Better reporting on demand
Stronger legal operations data

BUSINESS OUTCOMES

What changes when legal work is managed well

Faster legal response times

Requests are captured, classified, and routed more efficiently.

Better legal prioritisation

Legal teams can focus on the most urgent, risky, or valuable work.

Reduced administrative burden

Legal teams spend less time sorting emails and chasing information.

Improved business experience

The business gets a clearer, more professional way to engage Legal.

Stronger operational visibility

Legal leaders can see demand patterns and service performance.

Frequently asked questions about legal intake software

Why do in-house legal teams need legal intake software?2026-03-05T13:18:20+11:00

Why do in-house legal teams need legal intake software?

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.

How does legal intake software improve legal operations?2026-03-05T13:18:44+11:00

How does legal intake software improve legal operations?

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.

What types of requests can be managed through legal intake software?2026-03-05T13:19:06+11:00

What types of requests can be managed through legal intake software?

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.

What should in-house legal teams look for in legal intake software?2026-03-05T13:19:21+11:00

What should in-house legal teams look for in legal intake software?

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.

Replace scattered legal requests with one structured legal front door

Give the business a clear way to request legal support and give Legal the information it needs from the start.