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How to triage legal intake from document-heavy requests?

Classify intake requests, extract documents, identify matter type, urgency, risk area, missing information, and reviewer routing needs.

Route legal intake

Move intake from free text to structured triage

Legal teams receive requests with contracts, emails, policies, forms, PDFs, and incomplete context. TextMine can extract the matter type, parties, documents, issue summary, deadlines, and missing information.

An illustration of data being extracted from documents

Apply intake rules automatically

Playbooks can route requests by topic, risk, jurisdiction, value, document type, business unit, and required specialist review.

an illustration of documents

Assign the right next step

Workflows can send contracting, privacy, employment, procurement, litigation, regulatory, or IP requests to the right queue with evidence attached.

an illustration of vault extracting data from contracts and answering questions about them

Create a searchable matter record

Records can retain the intake summary, source documents, owner, status, decision, and completion history.

Extract request
Capture issue, parties, documents, deadline, and missing context.
Classify matter
Identify contract, dispute, regulatory, privacy, or policy work.
Set priority
Use urgency, value, risk, and deadline indicators.
Route owner
Assign to the right legal queue or specialist.
Track status
Monitor review, approval, and completion steps.
Create records
Store intake facts and source documents.
Report demand
Show legal workload by matter type and business unit.
Extract request
Capture issue, parties, documents, deadline, and missing context.
Classify matter
Identify contract, dispute, regulatory, privacy, or policy work.
Set priority
Use urgency, value, risk, and deadline indicators.
Route owner
Assign to the right legal queue or specialist.
Track status
Monitor review, approval, and completion steps.
Create records
Store intake facts and source documents.
Report demand
Show legal workload by matter type and business unit.

Create a searchable matter record

Records can retain the intake summary, source documents, owner, status, decision, and completion history.

Extract request
Capture issue, parties, documents, deadline, and missing context.
Classify matter
Identify contract, dispute, regulatory, privacy, or policy work.
Set priority
Use urgency, value, risk, and deadline indicators.
Route owner
Assign to the right legal queue or specialist.
Track status
Monitor review, approval, and completion steps.
Create records
Store intake facts and source documents.
Report demand
Show legal workload by matter type and business unit.
Extract request
Capture issue, parties, documents, deadline, and missing context.
Classify matter
Identify contract, dispute, regulatory, privacy, or policy work.
Set priority
Use urgency, value, risk, and deadline indicators.
Route owner
Assign to the right legal queue or specialist.
Track status
Monitor review, approval, and completion steps.
Create records
Store intake facts and source documents.
Report demand
Show legal workload by matter type and business unit.

Product map

Match each document job to the right TextMine surface

These guides can mention several products because enterprise document work rarely stops at extraction. Use this map to see how review, evidence, orchestration, records, rules, and system handoff fit together.

WorkbenchReview documents, compare files, ask questions, and produce source-aware outputs.VaultExtract document facts and keep every answer tied to source evidence and review state.WorkflowsRoute exceptions, approvals, evidence requests, remediation tasks, and handoffs.RecordsTurn approved findings into governed records for search, reporting, export, and sync.PlaybooksCodify policies, review criteria, templates, and acceptable positions.IntegrationsSend verified document context into agents, APIs, CRMs, ERPs, and compliance tools.

Map TextMine to your document workflow

Tell us what you are trying to review, extract, route, or report on. We will show which TextMine products fit your process, from Workbench and Vault through Workflows, Records, Playbooks, and Integrations.

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