AI Legal Intake Software

Turn every Slack and email request
into a routed workflow

Aline's legal intake reads every inbound request where they happen across Slack, email, and chat. It matches a workflow, and asks before it assumes. No portal, no missed deadlines.

The Legal Intake Problem

Legal doesn’t have an intake problem. It has a no-front-door problem.

Requests come from everywhere: a Slack DM, a forwarded email, a “quick question” in a deal channel, a ticket. No single front door, no owner, no structure. So work falls through the cracks, the same NDA gets started twice, and legal becomes the bottleneck on every deal.

Legal · today 23 requests · 0 triaged
“can you redline the Acme MSA today?”
Slack DM · from AE
9:02
Fwd: NDA for signature — URGENT
Email · forwarded
8:47
@legal what’s the status on the Acme order form?
#deal-acme
Yesterday
Vendor DPA review needed — LEG-204
Jira ticket
Yesterday
+18 more across Slack, email, Jira & text — no owner, no structure
“If someone’s feeling lazy that day, they’re not going to pick up the request. There’s really not a designated person to say, hey, you got to do this.”
Johnny Moustis · Accordion
“It’s a bunch of back and forth via email and Word docs, and there’s a lot of us that will work in it.”
Sean Kendra · One Model
“We get pinged all day by salespeople and marketing people — ‘what’s up on this? what’s up with this?’ We’re getting 20 requests a day.”
David Wilmarth · Nasuni
The Legal AI Switch

Intake forms were built for a world where people came to legal. That world is gone.

The old fix was a portal: a request form, a queue, an approval matrix. But people don’t leave Slack to fill out a legal form, so the portal stays empty and the real requests keep landing in your DMs. Agentic intake flips it: the AI shows up where the work originates, understands the request, and does something about it.

How Agentic Intake Works

From a message to a managed workflow. Automatically.

1

Reads the request where it lands

Ingests Slack and email threads, history, context, and normalizes it into one structured request. Links new SOWs and DPAs to the parent MSA already on file.

Chat message from user MR saying, 'Get an NDA to Acme by Fri'.
2

Builds a triage plan

Extracts what’s asked and the key entities, counterparty, document, value, jurisdiction. Low confidence? It asks first.

Dashboard panel showing party Acme, document Mutual NDA, due date Fri, and confidence level 98%.Information card showing party Acme, document Mutual NDA, due date Fri, and confidence 98%.
3

Finds the workflow, or drafts one

Searches existing work to avoid duplicates, then templates. Strong match launches; no match drafts a new one.

Checkbox selected for Mutual NDA (Standard) and an unselected option for Vendor MSA.
4

Routes, responds & records

Kicks off the workflow, routes approvals to the right stakeholders, replies in-channel, and logs every event to an auditable activity timeline. Escalates to a human in the loop whenever judgment is needed.

Label 'Launched · due Thu' with three dots and 'activity timeline' text below.

A reusable planner-and-subagent architecture - not a one-off Slack bot - so the same intelligence works across web chat, Slack, and email.

Capabilities

Built to do the work, not just answer questions

Meets work where it starts

Captures requests in Slack, email, and in-app chat, so intake happens where your team already works instead of in a portal nobody opens.

Structured triage plans

Turns every request into typed, structured output your team and systems can act on immediately, without manual sorting.

Duplicate detection

Searches existing workflows before launching, so two people don’t kick off the same NDA in parallel.

Template match or draft-from-scratch

Launches a matching workflow template, or drafts a new workflow when nothing fits, so requests don’t sit in a queue.

Asks before it assumes

Sends a clarifying question when confidence is low, so ambiguous asks don’t become wrong documents downstream.

Assign Aline AI to the task

rolling out

Owns a workflow task end-to-end with a full activity timeline, so routine work like an NDA send-out completes without a human in the middle.

aline logo
Workspace
Contracts
Intake
AI Review
Analytics
DW
Dana Whitfield
General Counsel
Intake · Acme NDA
Auto-triaged from #deals-acme · 9:41 AM
Reassign Launch workflow
REQUEST
MR
Maria Reyes
Slack #deals-acme
“Can you get a mutual NDA out to Acme before Friday? They’re ready to share specs.”
EXTRACTED DETAILS
COUNTERPARTY
Acme Inc.
DOCUMENT
Mutual NDA
DIRECTION
Outbound
DEADLINE
Fri, Jun 12
MATCHED WORKFLOW
Mutual NDA (Standard)
Template · 4 steps · auto-routes to legal
96% match
Triage complete 98% confidence
Request received
Slack · #deals-acme · 9:41
Parsed & classified
New contract · Mutual NDA
Found MNDA Playbook
Matched to Mutual NDA Playbook
Ran MNDA Playbook
Drafted & assembled from approved clauses
Awaiting feedback from users
Sent to requester & legal for sign-off · due Thu
Who its For

One front door, three jobs it solves

LEGAL OPS

Finally a real intake system, structured, measurable, and actually adopted, because it lives where your stakeholders already are.

GENERAL / DEPUTY COUNSEL

Stop being the human router. The repetitive triage gets handled; the judgment calls reach you with full context attached.

SALES · REVOPS · PROCUREMENT

Get contracts moving without chasing legal in a thread. Ask in Slack; the workflow starts itself.

How Aline Stands Apart

Aline isn’t just another CLM or AI plug-in. It’s a legal operating system designed for the AI era.

Others
Aline
AI Drafting, Playbooks, & Redlining
⚠️
Limited
Workflows & Approvals
Useful Multi-Model AI
Contract Intelligence
⚠️
Metadata Only
AI Repository
⚠️
Some Do
Multi-Team Collaboration
eSignature
⚠️
Some Do

How Aline stands apart

See why teams switch from manual processes, Word plugins, and legacy CLMs to Aline.

Intake Forms
DIY Intake
Legacy CLMs
Aline
Lives where work starts
⚠️
Portal
⚠️
Portal
Understands the request
⚠️
Fields Only
⚠️
Manual Tags
Avoids duplicate work
⚠️
Manual
Auto launches workflows
⚠️
DIY
⚠️
DIY
⚠️
Manual Setup
Asks when it's unsure
Multi-Team Collaboration
One system end to end
⚠️
Partial
Proof

Legal teams are already turning scattered requests into self-running workflows

Minutes to route
From scattered request to assigned workflow.
60-90% faster first-pass review
From manual markup to AI-assisted review against your playbook.
One live view of every request
From “what’s the status?” to self-serve visibility for Legal and the business.
“Aline is crucial for empowering sales reps to launch new agreements on their own and get partners signed up fast.”
Steward Wagner
Steward Wagner
CRO · One Model
“It’s now done through the Aline workflow process, which significantly increases their efficiency and turnaround time.”
Kimberly Paine
Kimberly Paine
General Counsel · TRG Screen

FAQs

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What is AI legal intake?
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Software that automatically reads inbound requests (Slack, email, or chat), interprets what’s being asked, and starts the right legal workflow, replacing manual intake forms and human routing.
Does Aline work with Slack and email?
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Web-chat intake works today; Slack and email intake are rolling out in early access. Request access and we’ll enable it for your team.
How is this different from a Slack bot?
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It’s not a single-purpose bot. A reusable planner-and-subagent architecture powers legal intake across web chat, Slack, and email, so it can understand, route, launch, and draft, not just trigger one canned action.
Does the AI create workflows on its own?
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It searches your existing workflows and templates first. Strong match → it launches a template; no match → it drafts a workflow for review; unsure → it asks. You stay in control.
Will it create duplicate workflows?
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No. It searches existing workflows (NDAs, DPAs, etc.) and then searchs for the same file  before launching or creating anything.
Do we need to replace our CLM?
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Aline can be bolted on to your current CLM or stand alone as its own full AI CLM. Aline is the full system for intake, drafting, redlining, routing, e-signature, and reporting, so a request that starts in Slack ends as a signed, tracked agreement in one place.

Give legal a front door that runs itself

See how Aline turns inbound requests into routed workflows. Book a demo, or request early access to Slack & email intake.