Submitting Legal Requests via Slack

Last updated: June 17, 2026

Overview

Your legal team lives in SpotDraft. Your business teams live in Slack. The Legal Intake Slack integration bridges both — business users can submit requests without switching tools, and legal teams receive everything in their SpotDraft queue, already structured.

Use case:

Meet Daniel. Daniel is an Account Executive at a B2B software company in New York. When a prospect asks for a redlined NDA, Daniel's clock starts ticking. Before the Slack integration, he'd send a Slack DM to legal, then follow up the next day, then send an email. Now he types a command in Slack, fills out a short form, and gets a confirmation in 30 seconds. Legal gets the request with full context. Everyone moves faster.

Prerequisites

  • Your workspace must have the SpotDraft Slack integration installed and connected 📄 Native Integration For Slack

  • Your Slack account must be linked to your SpotDraft account

If you don't see the SpotDraft app in Slack, contact your Workspace Admin.

How to submit a request from Slack

Method 1: From a message in a channel (3-dot menu)

Use this when a conversation in Slack surfaces a legal need — you can turn the message itself into a request without retyping anything.

  1. Hover over the relevant message in any channel

  2. Click the three-dot menu (⋮) that appears to the right of the message

  3. Select Connected to apps

  4. Choose SpotDraft → Submit Intake Request

A form will open pre-populated description with the message context. Fill in any remaining fields and submit.

Slack message composer with SpotDraft app shortcut highlighted

Method 2: Using the slash command

Use this to submit a new request from scratch in any channel or DM.

In any channel or DM, type:

/submit-legal-intake

Press Enter. The intake form will appear as a modal directly in Slack.

/submit-legal-intake command typed in a Slack channel, intake form modal appearing

Method 3: From the SpotDraft app homepage

Use this to submit a request directly from the SpotDraft app in Slack without being in a specific channel.

  1. Open the SpotDraft app in Slack (find it under Apps in your left sidebar)

  2. On the app homepage, click Submit an Intake

  3. The intake form will open — fill in all required fields and submit

SpotDraft app homepage in Slack with "Submit an Intake" button visible

Filling out the Slack intake form

Regardless of which method you use, the form that appears mirrors the intake workflow configured by your legal team. Fill in all required fields:

  • Request type — select the appropriate workflow (e.g., NDA Review, Marketing Approval)

  • Description — briefly describe what you need

  • Priority — Low, Medium, or High

  • Due date — when you need this resolved by

  • Attachments — upload any relevant documents directly from Slack

SpotDraft intake form modal in Slack with all fields visible

Click Submit. You'll receive a confirmation message in Slack with a link to your request in SpotDraft.

Slack confirmation message with request number and "View in SpotDraft" link

What happens next

Your request lands in the legal team's SpotDraft queue immediately, in the To Do column of the Kanban board. You'll receive Slack notifications as the status changes.

Submitting on behalf of someone else

If you're submitting a request on behalf of a colleague (e.g., an EA submitting for a VP), use the "Submitted by" field in the intake form to specify the actual requestor.

Troubleshooting

  • The /submit-legal-intake command isn't working Make sure the SpotDraft app is installed in your Slack workspace. Ask your Workspace Admin to check the integration settings in SpotDraft under Settings → Integrations → Slack.

  • My Slack account isn't linked to SpotDraft Go to SpotDraft → Settings → My Profile → Connected Apps and link your Slack account.

  • I submitted a request but it's not showing in SpotDraft Check your Slack DMs for a confirmation message. If you didn't receive one, the submission may not have gone through. Try again or submit directly in SpotDraft.