AI-Agents for Legal in Request Intake working with Formstack
Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Send approved agreements for signature and give colleagues a view link.
Your signer gets a private link to sign the agreement. Your coworker gets a separate link to view the request.
32 toolsAdd eligible colleagues to private legal discussions.
Get requested teammates into your private Teams channel without checking every account yourself. See who joined and who needs team access.
19 toolsRequest missing power of attorney forms before legal approval.
Missing power of attorney forms become clear tasks for requesters before legal approval continues.
33 toolsPut readable text from photographed matter files on the review case.
Your reviewers get text from submitted page photos beside the right cases and can spot words that need a closer look.
12 toolsRoute approved agreements and record outstanding signatures.
Your client agreements reach the right signers, and your contract tracker shows who still needs to sign and when to follow up.
24 tools
