Legal Intake

A single front door for business legal requests. Legal receives complete, structured requests and routes them to the right team, without chasing submitters or sorting through email.

EVERYTHING YOU NEED TO SCALE

Know what’s on legal’s desk and clear it faster.

Request pile-up

The business sends more than you can triage and nothing is prioritized.

Scattered intake

You're managing legal requests across inboxes, Slack, and hallway taps. Context gets lost and nothing is traceable.

You start every decision from scratch. Past performance disappears the moment a matter closes.

Hidden workload

You can't see what's coming in or who it's coming from.

Setup overhead

You spend more time creating matters than running them.

Request pile-up
The business sends more than you can triage and nothing is prioritized.
Scattered intake
You're managing legal requests across inboxes, Slack, and hallway taps. Context gets lost and nothing is traceable.
Hidden workload
You can't see what's coming in or who it's coming from.
Setup overhead
You spend more time creating matters than running them.

Request pile-up
The business sends more than you can triage and nothing is prioritized
Scattered intake
You're managing legal requests across inboxes, Slack, and hallway taps.
Hidden workload
You can't see what's coming in or who it's coming from.
Setup overhead
You spend more time creating matters than running them.

FRONT DOOR

A single point of entry for every legal request

Business users submit legal requests through one structured form. Legal receives each request with the information needed to act, without following up for missing details or searching through email threads.

Structured questions capture the right information at submission

Requests reach the right lawyer or team without manual assignment

Legal works from one prioritised queue across all request types

Every request reaches the right team immediately

Counsel Universe classifies and assigns each request the moment it is submitted, using request type, practice area, business unit, and jurisdiction. Legal operations does not need to intervene for routine assignment.

MATTER MANAGEMENT

From request to matter in one click

All request details carry over automatically. The system suggests the right playbook — a pre-built checklist of tasks, milestones, and documents for that matter type — so Legal starts structured, not from scratch. Connected to an e-billing system? The matter appears there the moment it is created, with no duplicate entry.

If you use an e-billing system like LegalTracker or Tymetrix360, the matter is created the moment it's opened.

Playbooks tailored to your matter types

Tasks, documents, and milestones pre-loaded

E-billing system updated automatically on creation

Auto-synced via API

RELATIONSHIP MANAGEMENT

Parachute in the Right Firm

When a request needs extra capacity or specialist expertise, surface recommended firms so lawyers can bring in the right support quickly - without starting from scratch.

SMARTER ENGAGEMENT

Request details flow directly into the instruction

When a request is approved, all captured information transfers into the instruction letter — matter details, uploaded documents, scope fields, and notes. Nothing is re-entered. Nothing is lost between intake and instruction.

REPORTING

Workload Intelligence

Track what’s coming in, what’s open, and what’s being handled in-house vs. instructed externally - so Legal can spot pressure points early and justify additional resourcing where necessary.