The Future of Legal Work: Transforming Intake and Reporting with AI

A Conversation between Stephanie Corey and Evan Wong

AI is rapidly redefining the legal landscape, turning essential tasks like intake and reporting into streamlined, strategic processes. We’re excited to share the insights from our recent webinar, where Stephanie Corey of UpLevel Ops and Evan Wong, CEO of Checkbox, discussed how legal teams can harness AI for efficiency and elevated value.

Evolving Legal Intake: From Manual to AI-Enabled Efficiency

Legal teams have long struggled with time-consuming intake processes, from direct requests to email inbox overload. Now, as Evan Wong highlighted, AI-powered automation is transforming intake workflows, making it simpler for legal teams to manage increasing demand without compromising quality. Wong explained how today’s technology enables legal teams to meet employees “where they are” by embedding intake within commonly used tools like Slack, Teams, and Salesforce. Rather than overhauling employees’ habits and needing yet another change management session with our lawyers, AI intake and reporting is now integrated directly into their workflows, encouraging adoption and reducing friction.

Enhancing Reporting and Visibility with Real-Time Data

With intake automation, data visibility emerges as a powerful benefit, providing metrics that legal teams can leverage to demonstrate value and align with organizational goals. Stephanie Corey emphasized that without streamlined intake processes, reporting on legal work can be inefficient and inaccurate. By capturing and analyzing data from AI-driven intake, legal departments can more effectively manage resources, balance workloads, and highlight their strategic contributions. Wong shared examples of how companies use automated reporting to not only ensure efficiency but also to bolster compliance and prioritize high-impact work, creating a clearer view of the department’s impact.

“Telling leadership that you're saving money from outside counsel is just solidifying your position as a cost center. You need to show business value – accelerating revenue and deals, reducing cycle times, and exchanging self-service for manual work.” - Stephanie Corey, CEO and Co-founder at UpLevel Ops

What does a single source of truth look like? Get a glimpse of Checkbox’s analytics and dashboard features in action.  

Reducing Burnout and Unlocking Strategic Capacity

One of the significant challenges facing legal departments today is employee burnout, a result of rising workloads and limited resources. Wong discussed how AI and automation address this issue by offloading high-frequency, low-complexity tasks—like policy inquiries or NDA approvals—to automated systems. This allows lawyers and legal ops teams to focus on high-value work, driving strategic initiatives and strengthening partnerships across the organization. Corey noted that AI-driven intake and reporting systems ultimately allow legal teams to reclaim time for essential, high-impact tasks, shifting their role from reactive problem-solvers to proactive business enablers.

“The next level you’ll see from us is capabilities that transform our AI-powered chatbot into a kind of ‘co-counsel.’ It will enable lawyers to not only ask a question in Slack, Teams, and email, but also get an answer there—creating a rich, dynamic tool that can extract the key subject in-conversation and automatically create a matter and assign it.” – Evan Wong, CEO and Co-founder at Checkbox

A Glimpse into the Future: Next-Generation Intake and Reporting

As a teaser for what’s coming in early 2025, Wong shared Checkbox’s latest developments in legal intake and reporting technology. With a vision of creating a “formless” intake experience, Checkbox aims to eliminate traditional intake forms, relying instead on conversational AI and natural language processing to gather essential data automatically. This next-generation system will be able to dynamically adapt to complex scenarios, guiding users through processes and ensuring accuracy without the need for manual entry.

AI-powered intake and reporting solutions are transforming the legal profession, offering newfound efficiency, data-driven insights, and valuable resource reallocation. With these tools, legal teams can better support their organizations, showcase their value, and focus on what truly matters—strategic growth and proactive risk management.