AI-enhanced intake forms for legal teams

Tonkean has announced the launch of a new AI-enhanced intake experience for legal teams. Tonkean's updated forms - which are part of Tonkean's LegalWorks solution - make the experience of initiating and following legal processes more efficient and enjoyable for requesters, thanks to realtime data enrichment from a wide range of plug-and-play integrations and adaptive user-guidance.

(Tonkean forms intelligently auto-fill using plain text submitted through the Tonkean AI Front Door.) Tonkean forms also come equipped with a no-code WYSIWYG interface, putting the ability to customize and iterate upon intake experiences directly into the hands of legal operations professionals.

Forms are a crucial component of legal intake; they're instrumental for matter creation, document generation, contract reviews, and other legal processes. But going back to when employees filled out forms with pen and paper, they haven't changed much.

Employees fill out clunky, static fields. They manually find and input endless amounts of data. They spend hours, in some cases, retrieving information that is often immaterial to their request. They submit, and they wait, with zero visibility into the status of their request.

Such traditional form experiences - which still dominate most legacy legal technology offerings - don't only slow intake down. They damage the experience of interacting with legal processes. This dissuades employees from engaging with legal processes at all - which has massive downstream effects on operational efficiency, and greatly hinders compliance.

"We've understood that forms have been in need of innovation for a long time. In fact, next-gen forms have been our most commonly requested feature," says Sagi Eliyahu, Tonkean's co-founder and CEO.

"Forms are the most common way of collecting information. Their quality can have a huge influence on process adoption. Compliance, efficiency, cost saving and creating business value all depend on high process adoption. But high process adoption hinges on great experience. Traditional forms pay no mind to the needs or context of the stakeholders requesting help. Tonkean forms change that, and represent a big leap for how departments work with each other."

Tonkean's AI-enhanced forms enable legal teams in a variety of ways.

  • Intelligent, adaptive form experiences. In stark contrast with traditional workflow automation tools - which provide only rigid workflows that intimidate and perplex requesters - Tonkean forms leverage Tonkean's AI-powered process automation technology to provide employees with personalized form experiences that adapt to their needs and context in real time.
  • Faster time-to-resolution. Tonkean forms are context-aware, taking cues from connected data sources to reduce the number of fields and steps employees are asked to fill out and to resolve requests proactively.
  • End-to-end visibility. Once employees complete forms inside Tonkean, they can track the status of their request using a realtime tracker that provides end-to-end visibility and complete transparency.
  • Increased process adoption. Ultimately, Tonkean forms serve to streamline intake, better ensure all information needed to resolve or triage the matter is captured, and increase adoption of legal processes.
  • Cross-team collaboration. With Tonkean's forms, legal teams can design and deploy forms that facilitate smoother handoffs between legal and other departments, all while ensuring data consistency.
  • Easy, no-code customization. Unlike traditional intake platforms that require technical expertise to customize and manage, Tonkean's form Builder offers a WYSIWYG interface that anyone can use, and plug-and-play integrations with all the most relevant applications. Now, legal teams can easily adapt their intake processes swiftly, without the typical hassle or delays.

Earlier this year, Tonkean launched LegalWorks, a matter lifecycle management solution that enables legal teams to harness the potential of AI-powered process automation technology safely. Tonkean forms fit seamlessly into that ecosystem, and can be incorporated into any organization's intake processes right away, potentially to much benefit.


Business Solution: