The Legal Service Request checklist

Most legal teams don’t realize how much time and credibility they lose at the very first step of the workflow: intake. When requests come through email, Slack, or spreadsheets, you get chaos, not clarity.

Your intake process is more than a front door. It’s the foundation of how Legal serves the business. If it’s broken, the whole department feels it. This checklist helps you quickly spot the warning signs and see if it’s time for a change.

What’s inside

• 8 quick checkpoints to assess your current intake process
• A simple scoring guide to identify whether intake is efficient, slowing you down, or completely broken
• Next steps to modernize, streamline, and bring visibility to every request

Why it matters

Intake goes beyond how work begins. It shapes how Legal is perceived across the company. A modern, structured approach gives you:

• One centralized front door for all requests
• Transparent status tracking for business partners
• Smart triage rules and automation that save hours
• Reporting and analytics to prove legal’s impact

Get the checklist

Take five minutes to see how your intake process stacks up and what to do next.