SPOTDRAFT Legal intake
All your legal requests in one place
One place to capture, prioritize, assign, and track requests so Legal keeps the business moving
Trusted by
All requests, one clear queue
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Data-backed visibility that makes Legal strategic
Clear ownership, clear progress, complete context

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Built for collaboration between Legal and the business
Frequently Asked Questions
What is Legal Intake?
Legal Intake is a centralized way to capture, route, and track all legal requests from across the business. It creates a single source of truth for legal work, from intake to resolution.
What types of requests can be managed through Legal Intake?
Legal Intake handles every request the business sends to legal, not just contracts. That covers privacy and data questions, marketing claim reviews, HR and policy matters, regulatory queries, and dispute response, alongside contractual work like reviews, amendments, and vendor checks.
What is Legal Intake in SpotDraft?
Legal Intake allows teams to capture, assign, and track non-contractual and contractual legal requests inside SpotDraft, using structured workflows that mirror existing template-based experiences.
What types of intake workflows can be created?
Teams can build a workflow for any request type. Common ones include privacy and data queries, marketing and content reviews, regulatory and dispute response, and HR or policy approvals, alongside contractual intake when you need it.
Can intake forms be customized for different use cases?
Yes. Each intake workflow can have its own set of questions, variables, and metadata depending on the request type, such as compliance-specific or marketing-specific fields.
Can legal teams prioritize and track requests?
Yes. Each intake has a priority level (low, medium, high), due dates, and statuses such as To Do, In Progress, Done, Blocked, or Discarded.
How do tasks work within an intake?
Legal team members can create tasks linked to an intake, assign them, add attachments, and track task progress without losing visibility into the original request context.
Is there visibility into request activity and changes?
Yes. Every action, including assignments, priority changes, and status updates, is recorded in an activity log for full traceability.
Does Legal Intake work with Slack and email?
Yes. Slack is live. Create an intake from any Slack message, and the requester gets a Slack notification on every status change. Email ingestion is coming this quarter, with a dedicated email address per workspace that turns an inbound email into a structured request automatically.
Is AI used in Legal Intake today?
Legal Intake is AI-native. Smart routing, which auto-prioritizes and auto-assigns each request by workload, is coming this quarter, and email ingestion this quarter uses AI to turn an inbound email into a structured request. Today, every request is captured as a structured, auditable record.
What is the primary value of Legal Intake for legal teams?
Legal Intake brings non-contractual and ad hoc legal requests into the same system as contracts, giving legal teams visibility, control, and consistency across all legal work.
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