What is the Best Legal Intake Management Software for Legal Departments?

Whether it’s legal requests coming in via email, Slack, or last-minute “can-you-just” favors in meetings, legal intake has become a catch-all mess of disconnected channels and constant interruptions.  

And for in-house legal teams trying to stay organized, responsive, and strategic, this kind of chaos isn’t just frustrating, it's simply unsustainable.

That’s where legal intake management software comes in. Similar to how project management tools transformed the way tech and ops teams work, modern intake tools are helping legal departments streamline how work is captured, triaged, and tracked, finally giving teams control and visibility over their workload.

So, let’s talk about what to look for in a great intake system, what makes the best stand out, and why Checkbox is quickly becoming the go-to choice for legal teams ready to work smarter.

What You Need to Know About Legal Intake Management

Legal intake might sound like a small part of in-house legal operations, but it plays a massive role in how legal teams function day to day. It refers to the process by which legal requests are submitted, tracked, and assigned.  

Ideally, legal intake would be a single, seamless entry point (often called a legal front door) where the business can easily submit requests and get the support they need. But in reality, most teams still rely on disjointed, manual processes like emails and chat threads to manage intake.

Some legal teams have adopted IT ticketing tools or point solutions that solve part of the problem. However, these tools often fall short when it comes to handling complex legal workflows, adapting to changing business needs, or scaling with the team’s growth.

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Outdated methods lead to lost requests, missed deadlines, and a constant state of reactive work. Legal ends up buried in email chains, chasing context, and struggling to prioritize, while the business gets frustrated by delays and lack of communication.

So, as the foundation for scaling operations, delivering faster service, and freeing up time for more strategic work, a comprehensive legal intake management system can be a game-changer for in-house legal teams.

Which Legal Intake Management Software is the Best?

Deciding which legal intake management softwares is the best comes down to how well a platform helps legal teams get out of inbox chaos and into a system that’s structured, scalable, and built for business impact.

The best legal intake software centralizes requests from across the business, automates repetitive admin, and gives you full visibility into what’s coming in and how it’s being handled. Checkbox, for example, is designed specifically for in-house legal teams and combines ease of use with powerful automation and reporting capabilities.

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Why Is Checkbox the Best Choice for Legal Intake Management?

Unlike generic IT ticketing tools, Checkbox was built specifically for in-house legal teams and to be able to understand the nuances of legal work.  

With AI-powered intake, legal can capture requests from email, Slack, or Microsoft Teams, automatically extract key information, and route each matter to the right person or workflow.  

Additionally, custom workflows, intuitive dashboards, and seamless integrations make it easy to manage complex legal processes without slowing the business down.

However, what really sets Checkbox apart is its ability to give legal teams a single source of truth across all matters, workloads, and performance. Teams get the visibility they’ve been missing, the automation they’ve been craving, and the reporting features they need to prove legal’s impact.  

So, whether you’re managing NDAs, policy advice, or commercial escalations, Checkbox helps legal operate faster, smarter, and more strategically.

Want to learn more? Schedule a call with one of our legal technology consultants today.