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AI-Powered Legal Request Intake & Task Automation Workflow

Streamline legal request processing, reduce administrative overhead, and ensure prompt client communication through automated AI-powered classification, task creation, and notification.

Automatically processes legal requests submitted via a form, classifies them using AI, assigns the appropriate team, creates a Jira task, and sends a confirmation email to the client.

Gmail
OpenAI
Jira
$29
Ready-to-use workflow template
Complete workflow template
Setup documentation
Community support

Documentation

Simplify legal request management with a workflow that handles submissions end-to-end. Clients submit their legal requests through an intuitive form, and the system intelligently classifies each request as either a Contract Review or a General Inquiry. It then assigns the correct team, creates a Jira task for tracking, and sends an automated confirmation email to the client detailing their request status, assigned team, and expected response times. This workflow ensures faster response times, accurate assignment, and clear communication, freeing legal teams to focus on resolving cases rather than administrative work.

Workflow Details

Last Updated:Dec 16, 2025
Creator:Automata Works
Organization:

Frequently Asked Questions