INTAKE AND TRIAGE SOFTWARE FOR LEGAL AND HR TEAMS

Intake and Triage Software for Legal and HR Teams

Every matter starts with a request.

  • A business user needs a contract reviewed.
  • A manager needs legal advice.
  • An employee asks a payroll question.
  • A workplace complaint is lodged.
  • A protected disclosure is made.
  • A recruitment request is raised.

Without structured intake and triage, the first step of the process can become the weakest link.

Dazychain gives Legal and HR teams a secure digital front door to capture requests, collect the right information, classify work, assess risk and route matters to the right people.

The problem: requests arrive everywhere

Legal and HR requests often arrive through:

  • Shared inboxes
  • Direct emails
  • Phone calls
  • Teams messages
  • Verbal conversations
  • Spreadsheets
  • Existing systems
  • Informal manager requests
  • Employee enquiries
  • External stakeholders
  • Executives
  • Business units

This creates confusion for requestors and administrative burden for Legal and HR teams.

What goes wrong without intake and triage software?

Information is incomplete

Teams spend time chasing missing details, documents and approvals.

Requests are misdirected

Work is sent to the wrong person, delayed or duplicated.

Urgent matters are not identified early

High-risk matters may sit in inboxes with ordinary requests.

Confidential matters are not protected at the start

Sensitive HR, legal or compliance matters need restricted access from the first point of capture.

Reporting is weak

If the intake process is unstructured, it is difficult to report accurately on demand, matter type, risk and response times.

Dazychain intake and triage

Dazychain turns unstructured requests into structured matters.

Capture requests through guided forms

Use configurable intake forms to collect the right information for each type of request.

Classify work automatically

Identify the matter type, team, workflow, business unit, risk level and required owner.

Assess risk and priority

Capture urgency, complexity, confidentiality, legal risk, reputational risk, business impact and due dates.

Route matters to the right people

Send work to the right team, folder, owner, group or workflow.

Trigger the next step

Create tasks, request approvals, apply permissions, start workflows and notify stakeholders.

Legal intake software

  • Legal advice requests
  • Contract review requests
  • New contract requests
  • Contract approval requests
  • Litigation and dispute matters
  • Governance matters
  • Regulatory questions
  • Compliance requests
  • External counsel requests
  • Privacy and data requests
  • Procurement support
  • Board and executive matters

HR intake software

  • Employee requests
  • Payroll questions
  • Workplace complaints
  • Bullying and harassment concerns
  • Employee relations matters
  • Performance concerns
  • Misconduct concerns
  • HR investigations
  • Recruitment requests
  • Onboarding and offboarding
  • Training requests
  • Compensation and benefits requests
  • Protected disclosures
  • Safety concerns

Intelligent triage

  • Matter type
  • Risk
  • Urgency
  • Confidentiality
  • Complexity
  • Business unit
  • Region
  • Location
  • Legal area
  • HR area
  • Team capacity
  • Required approval
  • Required expertise

DYNAMIC SMART FORMS

Ask the right questions at the right time

Dazychain supports different intake forms for different matter types:

  • A contract request form should not ask the same questions as a workplace complaint form.
  • A payroll query should not use the same intake process as a protected disclosure.

Dynamic intake helps users provide better information and helps Legal and HR teams reduce follow-up.

EXAMPLE INTAKE FIELDS

See the fields Dazychain captures for every request

Common intake fields

Requestor nameBusiness unitDepartmentLocationMatter typeDescriptionDue datePriorityDocuments attachedPeople involvedConfidentiality levelDesired outcome

Legal intake fields

Contract typeCounterpartyContract valueKey datesApproval statusLegal review requiredExternal counsel requiredRisk ratingBusiness owner

HR intake fields

Employee involvedManagerEmployment locationComplaint typeIncident dateWitnessesImmediate riskConfidentiality levelProtected disclosure flagPayroll periodRequired processing deadline

Example routing rules

Contract request

If matter type is contract review, route to the legal contracts team, assign a contract workflow, request missing documents and set the review due date.

Workplace complaint

If matter type is workplace complaint, restrict access, assign Employee Relations, capture people involved, apply a complaint workflow and set an initial assessment task.

Payroll underpayment

If matter type is payroll underpayment, assign payroll support, capture pay period and amount, flag financial hardship if required and set a payroll processing deadline.

Protected disclosure

If matter type is protected disclosure, mark confidential, restrict access, assign authorised owner, notify legal or risk if required and create a protected disclosure workflow.

FEATURES AND BENEFITS

Everything you need to run a consistent intake and triage process

Diagram of Dazychain intake and triage software features, benefits and business outcomes

Benefits for requestors

  • Clearer place to go to make requests
  • Easier request submission
  • Better guidance
  • Faster response
  • Fewer repeated questions
  • More confidence that the request has been received

Benefits for Legal and HR teams

  • Less inbox chaos
  • Better quality requests
  • Faster triage
  • Clearer ownership
  • More consistent processes
  • Better prioritisation
  • Stronger reporting
  • Reduced risk

BUSINESS OUTCOMES

What changes when work is connected

Better risk management

Sensitive matters are managed in one secure place with clear permissions, documents, audit history and reporting.

Better reporting

Legal and HR leaders can report on workload, risk, outcomes and performance without manual spreadsheet work.

Faster response and resolution

Requests are captured, prioritised and routed immediately to the right person or team.

Clear accountability

Every matter has defined ownership, reducing delays, duplication and cases falling through the cracks.

Reduced administrative effort

Automation replaces manual email sorting, forwarding and tracking, freeing HR teams to focus on higher-value work.

Faster service delivery

Structured intake and automated routing help teams respond faster and reduce manual back-and-forth.

Improved team productivity

Less time chasing information and status updates means more time for the work that matters.

Greater consistency

Standardised intake and triage processes ensure every case is handled according to the same rules and criteria.

Improved visibility and control

Leaders gain real-time insight into volumes, workloads, priorities, bottlenecks and service performance.

COMMON USE CASES

Where teams use Dazychain every day

Legal

  • Legal advice requests
  • Contract requests, approvals & automation
  • Internal client self-service
  • Legal matter management
  • Dispute and litigation support
  • Governance matters
  • External counsel coordination
  • Legal operations reporting

HR

  • Employee requests
  • Workplace complaints
  • Employee relations matters
  • HR investigations
  • Performance management
  • Payroll support
  • Recruitment approvals
  • Onboarding and offboarding
  • Protected disclosures

See Dazychain’s intake and triage workflow in action

Replace scattered requests with one secure intake and triage process.

Give your Legal and HR teams the information, structure and visibility they need from the first request.

Dazychain platform screens

Summary

Dazychain intake and triage software helps Legal and HR teams capture requests, classify matters, assess risk and route work to the right people. It can be used as legal intake software, HR intake software, request management software and matter intake software. Dazychain supports structured intake forms, mandatory fields, document upload, triage rules, risk ratings, confidentiality settings, workflow routing and reporting.