AI legal intakeEarly access

Legal's new front door: turn every Slack and email request into a routed workflow

Aline's AI reads inbound requests where they already happen across Slack, email, and chat. It builds a structured plan, checks for duplicates, and launches the right workflow or drafts a new one. No portal. No forms nobody fills out.

Live
HubSpotSalesforceSlackTeamsEmail AGENTIC INTAKEROUTED WORKFLOWMutual NDALaunched
The 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
“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
“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
The shift

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.

Before Aline · asks everywhere
#sales · “legal can you review the Acme MSA?”
Email · “NDA needed before the call tomorrow”
Teams DM · “quick contract question…”
5 channels
no queue, no system of record
Requests scatter across every channel — and slip through the cracks.
Aline flips it
With Aline · one front door3 workflows started
Review the Acme MSA
MSA Review started
NDA before tomorrow’s call
Mutual NDA started
Vendor contract question
Triaged & routed
Every ask captured where it lands — and turned into a workflow.
How agentic intake works

From a message to a managed workflow — automatically

MR
Get an NDA to Acme by Fri
1

Reads the request where it lands

Ingests Slack and email — thread, history, context — and normalizes it into one structured request. Finds parent-child contract relationships.

Party
Acme
Doc
Mutual NDA
Due
Fri
Conf.
98%
2

Builds a triage plan

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

Mutual NDA (Standard)
Vendor MSA
3

Finds the workflow, or drafts one

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

aLaunched · due Thu
activity timeline
4

Routes, responds & records

Kicks off the workflow, routes approvals, replies in-channel, and logs every action on a timeline. Escalates to a human in the loop whenever judgment is needed.

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

Slack, email, and in-app chat, instead of a portal nobody opens.

Structured triage plans

Every request becomes typed, structured output your team and systems can act on.

Duplicate detection

Searches existing workflows first, so the same request isn’t started twice.

Template match or draft-from-scratch

Launches the right workflow template, or drafts a new one when nothing fits.

Asks before it assumes

Low-confidence requests get a clarifying question, not a wrong guess.

Assign Aline AI to the taskRolling out

Aline AI can own a workflow task and execute it in a chat thread, with a full activity timeline.

Aline
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
MRMaria ReyesSlack · #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 it’s 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.

Why it’s different

How agentic intake stands apart

Intake formsSlack botsLegacy CLMAline
Lives where work starts Portal Portal
Understands the request Fields only Keyword rules Manual tags
Avoids duplicate work Manual
Acts: launches or drafts a workflow Limited Manual setup
Asks when it’s unsure
One system end-to-end Partial

Aline is one platform for intake, drafting, redlining, routing, e-signature, and reporting — so the request that starts in Slack ends as a signed, tracked agreement in the same place.

Proof

Teams that route through Aline move faster

Days hours
Turnaround once routing runs through Aline workflows
100 590+
Partners onboarded by letting reps self-launch agreements — same team
Fastest-adopted
Workflows is the quickest way teams put Aline to work
“Aline is crucial for empowering sales reps to launch new agreements on their own and get partners signed up fast.”
SW
Steward Wagner
President · Lift Foils
“It’s now done through the Aline workflow process, which significantly increases their efficiency and turnaround time.”
Kimberly Paine
General Counsel · TRG Screen
FAQ

Agentic legal intake, answered

What is AI legal intake?

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?

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?

It’s not a single-purpose bot. A reusable planner-and-subagent architecture powers 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?

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?

No. It searches existing work before launching or creating anything.

Do we need to replace our 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.