Legal Intake Overview — Your Legal Front Desk

Last updated: June 17, 2026

What is Legal Intake?

Legal teams get pulled in from everywhere — a Slack DM here, an email thread there, someone stopping you in the hallway. By the time a request lands on your desk, you're already missing context: What's the deadline? Who owns it? Has someone already asked about this?

Legal Intake gives you a single front door for all legal requests. Business teams submit requests through a structured form or directly from Slack or Email. Legal teams see everything in one queue — prioritized, assigned, and tracked from first ask to resolution.

Use Case:

Meet Alex. Alex is the General Counsel at a 200-person SaaS company in Austin, TX. Her team of three handles everything from GDPR compliance queries to marketing approvals. Before Legal Intake, roughly 40% of their time was spent chasing down request details over Slack. Now, every request arrives with the context they need to act — no follow-up required.

What can you manage through Legal Intake?

Legal Intake handles all your non-contractual requests, including:

  • Marketing and advertising content reviews

  • Compliance checks (including GDPR data processing queries, CCPA requests)

  • Vendor due diligence and DPA reviews

  • Risk assessments

  • Any ad-hoc legal ask that doesn't start with a contract template

How it works?

Legal Intake connects two sides of your organization:

Business teams (requestors) submit requests using a structured form on Spotdraft or directly from Slack or Email. They describe what they need, attach relevant documents, set a priority, and provide a deadline — all in one place.

Legal teams receive a clean, organized queue. Requests arrive with full context. You assign them, update their status, add internal tasks, and move them across a Kanban board — from To Do all the way to Done.

Both sides always know the current status. No more "any update?" messages.

Key concepts

Term

What it means

Intake

A single legal request, submitted by a business user

Intake Workflow

The form template legal admins configure for a specific request type (e.g., "Marketing Reviews")

Kanban Board

The visual board where legal teams manage all active requests by status

Status

Where a request currently stands: To Do, In Progress, Blocked, Done, or Discarded

Priority

How urgent the request is: Low, Medium, or High

Due Date

By when should this request be completed

Task

An internal sub-item attached to an intake (e.g., "Get sign-off from compliance")

Activity Log

A full audit trail of every action taken on an intake

Who does what?

Workspace Admins / Legal Ops Managers set up Intake Workflows — the form templates that define what information is collected for each request type.

Business users (requestors) fill out the form to submit a request. They can also check status without pinging Legal.

Legal team members receive, assign, and resolve requests. They manage their queue through the Kanban board.