Requests become matters
Business requests arrive classified by matter type and urgency, with the facts structured and the ask stated — the email-chain era ends.
AI for Legal Intake teams
Matters in, triaged — with privilege handled from the first word.
The Legal Intake pack takes requests from the business, classifies and summarizes them, and routes with privilege-aware handling — so counsel starts from a structured matter, not a forwarded email chain.
Connects to DocuSign · SharePoint · Jira — plus anything with an API
Day one
What legal intake teams see when they log in.
Not a blank canvas — a working role with default goals, allowed tools, and the guardrails already on.
Contracts, summarized
Inbound contracts get a first-pass summary: parties, terms, renewal dates, unusual clauses flagged — counsel reviews from a brief, not from page one.
Privilege respected in routing
Sensitive matters route narrow: the agent applies your privilege rules to who sees what, and the trail records that it did.
Skills invoked · governed by policy & licensing
data.summarizecompliance.check_policycomms.draft_response
Systems
DocuSignSharePointJira
In the pack
The Legal Intake Agent ships ready to work.
Summarizes supplied legal context, checks a proposed response against policy, and drafts an intake brief; it does not create or route matters. Installed from the library, wired to your systems, and run through the same 8-gate chain as everything on Cortex.
- Summarize supplied matter context
- Check a proposed response against policy
- Draft an intake brief for legal review
Governed for this role
Speed for the intake. Discipline for the privilege.
Legal work runs on confidentiality — matter access is scoped by the ontology, privileged content stays inside its boundary, and provenance covers every summary.
- Matter visibility scoped to the assigned counsel
- Privileged documents fenced from general-purpose agents
- Summaries cite their source passages — verifiable in one click
- Intake-to-assignment trail sealed and replayable
audit/verify
ok: true
verifyChain ▸ chained SHA-256 · signed receipts
FAQ
What legal intake leaders ask.
Does agent processing threaten privilege?
The pack is built to respect your privilege rules: matter data is scoped at the ontology level, routing follows your confidentiality tiers, and the sealed trail documents handling — supporting, not substituting, your counsel's judgment on privilege questions.
Can it review contracts?
It summarizes and flags — parties, terms, renewals, unusual clauses — so counsel reviews faster. It does not give legal advice or approve terms; that judgment stays with your lawyers.
What does it integrate with?
DocuSign, SharePoint, and Jira drivers ship in the catalog; the generic REST driver and OpenAPI import cover matter-management systems beyond the defaults.
Keep exploring
Where to go next.
Agent Library
Every Legal Intake agent and skill, filterable across the 21,500+ item catalog.
All roles
Ten more enterprise role packs — from Service to Field Operations.
Agent Studio
Extend the pack or build your own role — no code, full governance.
Pricing
Individual, Team, and Business — governance included on every plan.
Put a governed Legal Intake to work this week.
Start a free trial, install the pack, and connect your systems — or bring us one workflow and we'll demo it end to end.