2025 Insights & Actions

State of Legal Intake
and Visibility Report

We asked legal leaders on how their teams are actually operating in 2025. What’s driving alignment with the business and what’s holding them back?

The Power of Automation

While automation has been a long-discussed solution in legal operations, adoption remains remarkably limited. This gap is more than just a missed efficiency opportunity; it contributes directly to the persistent administrative burden legal teams face.

With 54% of respondents prioritizing reduced manual work or intake automation in 2025, 
it’s clear that automation has shifted from a nice-to-have to a critical lever for managing growing workloads and improving visibility.

Only 10% of legal teams have enough automation in their intake processes.

Legal teams are shifting their mindset around automation — from viewing it as a tech enhancement to seeing it as the foundation for scalable, strategic legal service delivery. Legal professionals want to automate low-value work, optimize intake using AI, and increase capacity without adding headcount.

Many are turning to self-service solutions and AI-powered intake tools that empower business stakeholders to submit, track, and resolve routine requests without relying on legal for every interaction.

These investments go beyond operational convenience — they directly support legal’s ability to track demand, triage matters intelligently, and capture structured data that powers real-time reporting and resource allocation.

As legal teams become more embedded in business operations, automation, self-service, and intelligent intake workflows will become the norm.

From self-service NDA generators to AI-based matter routing, these solutions reduce bottlenecks, free up legal capacity, and increase stakeholder satisfaction.

By embedding automation at the point of intake, teams can surface the data they need to demonstrate impact and scale legal support without compromising quality.

The Trend

Legal teams will adopt low-code automation tools to create workflows without relying on IT.
Repeatable legal tasks—like NDA generation, contract approvals, and compliance reviews—will increasingly be handled through automation and self-service portals.
AI-powered intake tools will categorize and triage incoming requests automatically, reducing delays and enabling faster legal support.
Business stakeholders will become more self-sufficient through guided workflows and pre-approved templates, allowing legal teams to focus on high-value, strategic work.
Automation will act as a force multiplier, enabling legal to scale in lockstep with the business.