Legal Intake – netLex | Help Center

🎯 Objective

In this article, you will learn what netLex Legal Intake is, the solution that transforms legal service into an organized and intelligent experience. Discover how it acts as a strategic gateway for all your company's legal demands.

This article contains the following sections:

What is Legal Intake?
What Legal Intake is and what it is not?
See Legal Intake in practice
Frequently Asked Questions

💡 What is Legal Intake?

netLex Legal Intake is a solution that centralizes and organizes legal service within the company. With the support of an AI agent, it answers simple and repetitive questions that frequently reach the legal team.

More than just a service channel, Legal Intake acts as a strategic gateway for all legal demands based on two pillars:

Legal Agent: your AI agent that learns from your company's internal policies, FAQs, and playbooks. It answers questions directly in Teams, allowing quick access to reliable information without needing to open tickets or overload the legal team.
Consultation workflow: more complex requests are organized in a single place and directed to the right specialist, with total control, efficiency, and visibility through reports and dashboards regarding deadlines, SLAs, and results.

With this combination, Legal Intake reduces the team's operational effort by up to 50% and frees up to 27% of their time to focus on strategic activities.

⚖️ What Legal Intake is and what it is not?

Legal Intake is a comprehensive solution to organize and standardize the receipt of legal consultations. It should not be confused with generic tools, as it has a well-defined strategic scope:

✅ What it is

It is a single entry point for all legal consultations, ensuring organization and standardization.
It features an AI agent (Legal Agent), which consults your company's internal policies, FAQs, and playbooks to answer questions within the corporate chatbot (Teams).
It features a structured workflow that organizes, routes, and tracks the most complex requests, providing visibility and efficiency to the legal department.
It is a strategic facilitator, which reduces the legal team's workload and transforms chaos into efficiency.

❌ What it is not

It is not "just" a generic chatbot: the Legal Agent answers according to the documents in your company's knowledge base and follows a structured workflow for analysis and receipt.
It does not answer about contract status: this information is available in the Contract Hub dashboards.
It does not extract contract data: for this, there is the AI Property Extractor, capable of automatically identifying the most relevant information in each document.
It is not a contract search engine: this function is performed by the filter and search features within netLex's document repository.

❓ Frequently Asked Questions

Is Legal Intake the same thing as Legal Agent?
No. Legal Intake is the complete solution that organizes legal demands, and the Legal Agent is the artificial intelligence used within this solution to answer questions.
Is Legal Intake only useful for simple questions?
No. It automates simple and recurring questions, but it also collects and forwards more complex requests to the legal team in a structured way.
What information does the AI use to provide the answers?
netLex's AI consults your company's internal document base, ensuring secure answers aligned with your policies.

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