Intake & Triage
Automated Intake
Many corporate legal departments struggle with intake, mainly due to the lack of a standard process to collect the information necessary to properly triage the request. Most legal departments would like to manage a set of work steps, prior to creating a matter in the matter management system.
ELM systems typically lack the ability to customize the initial intake process to work with your department’s desired workflow. Collaboration between the person making the request and department staff must be done manually.
MyLegal makes it easy by centralizing requests of all types, and by leveraging automated workflows to effectively manage the needed work prior to formally creating a case.
Request Triage
Many legal departments lack standardized methods for triaging incoming requests. In most cases, the requests are random, coming from multiple locations and via different methods. Some vendors will tell you that you can automate these random types of requests. The truth is – time is lost for both the requestor and the legal staff when too little information is provided or is not standardized. Until there is some form of standardization, it will be nearly impossible to make effective service requests and triage them in an efficient manner.
MYLegal takes a different approach. By ensuring that requests are made with a complete set of information, they can be triaged more effectively and routed to the proper team. Collected information can be used for conditional logic, therefore adding or bypassing certain steps, based on your desired workflow.
All company employees can easily be trained to request services and get the best support available from the legal department.
