Requests & Intake

Every request, from intake to outcome.

Department ticketing with AI-assisted intake and a knowledgebase. Requests and matters are captured, routed, tracked and renewed in one place.

  • One form per request type
  • Routed to a named owner
  • Status visible to requesters
Overview

One place for every matter.

Centralize your matters and contracts, and manage, monitor and renew them on time while reducing compliance risk.

Centralized matter repository

Store and access matters and contracts in one secure location.

Automated alerts

Get notified of key dates and renewals.

Compliance tracking

Check that contracts adhere to legal and regulatory standards.

Intake

The right request, to the right owner.

Requests arrive complete, land with a named owner and stay visible to the person who asked.

  • One intake form per request typeConfigured to your fields.
  • Automatic routingTo a named owner, by your rules.
  • A knowledgebaseAnswers questions before a ticket is needed.
  • Status visible to the requesterNo need to chase for an update.
  • Every action on the recordReady for reporting.
Request intake form in ReportsVault with request details and proponent fields
Matter management

Track, sign and renew, without the scramble.

Matters move through review stages on one record, with storage, versions and signatures built in.

  • Matter storageEvery matter and document in one secure place.
  • Version controlKnow which version is current.
  • E-signaturesIntegrated, so signing doesn't leave the workflow.
Matter record in ReportsVault with review stages, reviewers and key dates
Outcomes

Clear ownership. Nothing missed.

Clear ownership

Every request has a named owner from the moment it arrives.

Renewals on time

Key dates and renewals surface before they become urgent.

Reduced compliance risk

Matters and contracts tracked against your legal and regulatory standards.

Clients, collaborators and co-innovators across industries

Client logo
Client logo
Client logo
Client logo
Client logo

See it on your own requests.

A walkthrough built around your department's real process.

Prefer to talk first? Contact our team