How to Automate Legal Intake & Matter Management (Streamline AI Demo)

Wondering how to automate legal intake and eliminate manual contract routing bottlenecks? In this 20-minute demo, see how Streamline AI's customers get requests moving 10x faster, save up to an hour per legal request, and cut the time spent following up on status in half. One customer, City Block Health, cut outside counsel spend by 40% after adopting Streamline AI. What this demo covers: Automate legal request routing: get the right document to the right reviewer automatically. Reduce internal bottlenecks: give business teams a clear view into request status instead of constant manual check-ins. Connect your existing tools: integrates directly with your current CLM (including Ironclad), email inbox, and document storage. Get real-time visibility into team workload: standard and custom reporting for legal leadership, with zero setup required. Who this is for: Legal Operations Managers handling manual coordination, In-House Corporate Attorneys who want an ongoing record of their work, and General Counsel or CLOs who need data-driven workload metrics. Book a personalized walkthrough: https://www.streamline.ai/get-started Timestamps: 00:05 – Welcome & presenter introductions 01:06 – The problem: why in-house legal teams need intake automation 01:35 – Results customers are seeing (10x faster intake, 40% less outside counsel spend) 02:16 – Platform walkthrough begins: the tracker page 04:54 – Using the AI co-pilot to query requests and documents 06:03 – Inside a request: automatic assignment and email-based triage 09:43 – The collaboration hub: audit trail and privileged communication 11:48 – Status tracking and bottleneck analysis 13:18 – AI-generated summaries and next-step tracking 14:14 – Reporting: standard analytics, zero configuration required 16:09 – Custom reports and GC dashboards 17:44 – Recap 19:06 – Live Q&A: onboarding timeline, approvals via email/Slack, integrations #LegalOps #LegalIntake #LegalAutomation