Legal Intake - Auto triage

Product Area: Legal Intake

Impact of the Change: New Feature

Roles Impacted: All users

Description:

ProblemCreating an intake is only the start. Someone still has to decide who owns it, how urgent it is, when it's due, and what subtasks it needs - manually, every time.

What's NewThe Auto-triaging agent runs the moment an intake is created, from any channel, and applies triage based on instructions you write in plain language.

• Fires on every intake - email, Slack, or web form
• Sets assignee, priority and due date, and creates workflow subtasks, in one pass
• Driven by natural-language instructions, global and per-workflow, in Legal Intake Settings → Auto-triaging
• Routes by workload, requester history and workflow type
• Logs every decision with its reason and notifies the assignee
• Shows an "Auto-triaged" badge when the agent handled routing

Resources:

Help Article

How to Enable: Turn on auto-triaging for your workspace and add your instructions in Legal Intake Settings → Auto-triaging.