SPOTDRAFT Legal intake
All your legal requests in one place
One place to capture, prioritize, assign, and track requests so Legal keeps the business moving
Trusted by 3000+ Customers
All requests, one clear queue
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Data-backed visibility that makes Legal strategic
Clear ownership, clear progress, complete context

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Built for collaboration between Legal and the business
FAQ
We’re here to help with any questions you have.
What is Legal Intake?
Legal Intake is a centralized way to capture, route, and track all legal requests from across the business. It creates a single source of truth for legal work, from intake to resolution.
What types of requests can be managed through Legal Intake?
Legal Intake supports both contractual and non-contractual requests, including policy reviews, compliance checks, legal approvals, risk assessments, contract amendments, and vendor reviews.
What is Legal Intake in SpotDraft?
Legal Intake allows teams to capture, assign, and track non-contractual and contractual legal requests inside SpotDraft, using structured workflows that mirror existing template-based experiences.
What types of intake workflows can be created?
Teams can create intake workflows for any request type, including MSA intake, marketing requests, compliance reviews, policy approvals, or other legal asks.
Can intake forms be customized for different use cases?
Yes. Each intake workflow can have its own set of questions, variables, and metadata depending on the request type, such as compliance-specific or marketing-specific fields.
Can legal teams prioritize and track requests?
Yes. Each intake has a priority level (low, medium, high), due dates, and statuses such as To Do, In Progress, Done, Blocked, or Discarded.
How do tasks work within an intake?
Legal team members can create tasks linked to an intake, assign them, add attachments, and track task progress without losing visibility into the original request context.
Is there visibility into request activity and changes?
Yes. Every action, including assignments, priority changes, and status updates, is recorded in an activity log for full traceability.
Will Legal Intake integrate with Slack or email?
Slack and email integrations are planned. The current version focuses on enabling structured intake directly within SpotDraft.
Is AI used in Legal Intake today?
AI capabilities are planned for future iterations. The current version focuses on establishing a structured, auditable intake experience.
What is the primary value of Legal Intake for legal teams?
Legal Intake brings non-contractual and ad hoc legal requests into the same system as contracts, giving legal teams visibility, control, and consistency across all legal work.
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