Streamline AI Reviews & Product Details

I find Streamline AI to be user-friendly and well-designed, which makes managing legal requests and automating legal workflows much easier. I like how it fosters collaboration among our team and provides a centralized platform for legal workflows. The features are clearly developed by people with a good insight into the in-house legal environment, addressing common problems faced by in-house lawyers. I also appreciate the all-in-one package that Streamline AI offers, which saves me time and effort that I would otherwise spend constructing ad hoc solutions. The easy collaborative tracking tool is particularly helpful as it allows everyone involved, whether from the legal or business side, to update the status of matters and keep each other informed. Additionally, the initial setup was very easy. Review collected by and hosted on G2.com.

I would like there to be more control over our information - for example, an easy way to download all matters in an easily reviewable format. There should be more transparency regarding transition and data management in the event of terminating the relationship with Streamline. Review collected by and hosted on G2.com.

I like managing tasks and approvals with Streamline AI. It helps with team collaboration without chaos. I appreciate its ability to turn complex workflows into automated steps, which allows me to stay on top of tasks without constant follow-ups. Review collected by and hosted on G2.com.

I feel like Streamline AI lacks deep insights, which is something that could be improved. Review collected by and hosted on G2.com.

Streamline AI is easy to use and configure. I can update a form at a moment's notice. Customer Support is superb and always quick to respond. I was able to build 30 forms in less than a month. Review collected by and hosted on G2.com.

I honestly cannot think of anything that i dislike about this system. Review collected by and hosted on G2.com.

Switching to Streamline elevated our Legal team from a platform that felt like it was created in someone’s mom’s basement in the 90’s, to a slick, modern tool we actually look forward to interfacing with.

What we like best:

1. Our IT Rep (Sophie K.) is so kind, sharp, and readily available for one-on-one help with anything we need. She’s on top of things, always

2. Streamline is user-friendly, even for those who struggle a bit with technology

3. The behind-the-scenes admin interface (for instance, configuring a contract request intake portal, creating reports, etc.) is intuitive and easy to manage

4. Streamline is flexible - you can personalize the tracker/dashboard to your team’s needs, and also to your individual preferences

If you’re configuring an intake portal, you’re given tons of freedom to customize your intake forms to your liking

5. We’re an in-house Legal department, and Streamline is very generous with allowing non-Legal company users access to the platform/interface ability with Legal, absent a license

6. Their API is flexible and smart. Streamline has been able to smoothly integrate with even our more clunky platforms

7. Their AI feature actually works Review collected by and hosted on G2.com.

I know I should write something here so I don’t look like a bot, but I have no complaints Review collected by and hosted on G2.com.

I like that messages can be sent directly via email as well as through the app, and appreciate that Slack messages can be forwarded into the platform. I like that I can manage all the settings myself, from within Legal Operations, without having to rely on IT or vendor support. I also feel fully supported, with a customer success manager who responds to every request as quickly and thoroughly as possible. Implementation could not have been easier, and integrations with our GMail, Slack, and Salesforce instances were smooth. Review collected by and hosted on G2.com.

We intentionally chose a product we could implement and manage easily. Streamline is a platform that lacks some of the bells and whistles that more established, robust platforms offer. For us, this is most apparent when it comes to reporting. But the platform fully meets our needs, and we expect it will continue to get better and more robust with time. Review collected by and hosted on G2.com.

I honestly can't say enough great things about Streamline AI! The functionality in daily use by my team is far beyond our initial expectation! It was extremely fast to get the intake/workflow tool up and running and we worked and tested with our legal team almost immediately during the change management process. Built workflows and intake forms with our extremely talented CSM at weekly meetings. Use cases expanded as we experienced the power and flexibility of AI and workflow functions. Flexible options for intake: online form, email forwarding, alias email forwarding, and Teams. Internal customers have visibility to their requests. So easy to create, edit, and revise intake forms and workflows as needs change. Product continually being enhanced. We built for legal intake, but other functions are requesting to use Streamline intake to track their repeatable tasks/requests and it was easy to add another core team, keep them separate from legal, and let them manage it themselves. Our internal legal customers tell us it's easy to use and faster to get the correct subject matter expert on their task. AI triages the emails we forward into Streamline to pick the correct intake form and assign a task to the correct person -- facts and contacts automatically pulled from the email, so no need to retype information into an intake form. Streamline exceeded our expectations! Customer support is exceptional and the product team values our input. We use this tool daily, integrated with DocuSign already, and plan to integrate with our new CLM. Review collected by and hosted on G2.com.

Column width flexibility is coming soon. Review collected by and hosted on G2.com.

We have been using Streamline's software for our legal intake, and the experience has been exceptional. The platform is intuitive, efficient, and has significantly improved our workflow. The reports generated are detailed and incredibly helpful.

A special mention goes to Sophia, who has been a tremendous help throughout our journey with Streamline - from the initial planning and building to implementation and beyond. Her expertise, responsiveness, and dedication have made our implementation a success. She is readily available to ensure we are getting the most out of the software.

Thank you, Streamline, for your outstanding service and support. We highly recommend your solutions to any organization looking to streamline their operations. Review collected by and hosted on G2.com.

There are always issues to work out when implementing a new software, but Streamline has made it as easy as possible! Review collected by and hosted on G2.com.

Streamline has been a key workflow tool to manage our contract intake and processing. It has been very easy to use, adoption by our team was almost immediate and I am especially happy about having metrics available to show management the results of our process. Implementation was easy and the customer support has been outstanding. With our growth and the increase in volume of agreements, Streamline has been a critical tool allowing us to scale with the increase. Review collected by and hosted on G2.com.

I don't see any downsides in using Streamline. There are integrations with other tools we would like to see as we scale. Review collected by and hosted on G2.com.

Ease of use is paramount. From implementation, to training, to daily use, Streamline is intuitive and easy to use. Adoption by my business team was easy and seamless. I use Streamline every day to check on the status of items keep my projects organized. The support is excellent and responsive. Review collected by and hosted on G2.com.

I really don't see downsides. Future integration with a full CLM (when we can afford one) will be important. Review collected by and hosted on G2.com.

Ease of use, Ease of Implementation, Customer Support Review collected by and hosted on G2.com.

Requestors can assign a request but I understand this issue is being looked at and should be resolved. Review collected by and hosted on G2.com.