In the lifecycle of a legal matter, little attention is typically paid to the intake process. Many lawyers 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 how the corporation requests services from the legal department. It is the requester’s first interaction with the legal team and forms the basis for the entire lifecycle of the matter. While innovation has revolutionized many aspects of legal practice, intake has largely eluded the attention of developers, leaving legal departments to rely on disparate processes like email, forms, tasks, checklists and phone calls, all handled by different teams or individuals. The result is an inefficient process that wastes valuable time and is prone to errors.
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