Hi Ironclad Community,
Here with November's Post Meetup Summary from the session on November 8th. Special thank you to @jnhamdorf for leading Wednesday's session, and to @Michael_Ohta and @Crystal_Wu for sharing their use case of Legal Intake in Ironclad! Recap below:
Main Topic:
- Legal Intake in broad terms -> Questions that come to Legal from across the business
- Other Legal Intake processes are limited, time consuming, and leave unclear expectations for responsibility — all around a poor user experience
- Michael and Crystal shared their scope and planning process with 4 design principles: (1) upfront data collection; (2) approval automation; (3) great user experience; and (4) collecting and utilizing robust data
- Legal Intake workflow walkthrough in Ironclad
- 6-month process review - 4.5/5 user satisfaction
Other Topics:
- Configuring approval matrix for non-contract type legal requests
- Utilizing Public Workflows as a method for Legal Intake
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