I can't say enough great things about Streamline AI. Just ask my colleagues! I'm a contract-negotiator turned platform-implementation geek (in the best possible way). Streamline AI has been a well-recieved intake platform at our quickly growing biotech company. Prior to Streamline AI, we weren't able to move quickly on requests or give instant visibility to colleagues regarding the status of their request.
Streamline AI's system allows me, a legal professional with no technical background, to build all of our intake forms and create custom workflows, quickly. And we have the ability to take a snapshot of the entire collaboration process that occurs in Streamline AI and add that snapshot as supporting document to our CLM so I still have the same audit trail of approvals that I had with my CLM.
For about a year, I had been utilizing a Smartsheet link to a tracker I built. This was my only way to give all employees the ability to funnel in requests - to try to keep them out of our legal team emails and slacks. It was really hard to keep track of how many requests each person in our legal group was receiving or actively working on at any time. It was time consuming for each of us to answer emails from our colleagues who were nicely acting for status updates - and really time-inefficient when many times the answer was that our legal team was actually waiting for said colleague to provide documentation or information and held the responsibility, not legal.
With Streamline AI, I don't have the same rigid barriers and constraints as our CLM workflow.
I don't have to have a user license for every person in my company. Now everyone has access to Streamline AI through our SSO. And the plus is I can track how much our legal team is helping and be able to report back to my executive team with real data.
I have access to speak to my professional services team and they respond quickly and if they don't know the answer...they find it and bring it back to me. And if the option doesn't exist, they're happy to log the request and I know it will be evaluated . No longer do I have to fill out tickets, search ancient knowledge base articles or tell my colleagues that I hope to hear back from someone soon. If I have a problem, Streamline AI finds a suggested solution. If I need help creating an intake form, they provide it, happily. If I accidentally delete a question used in a live form, they figure out when exactly I did it and help me fix it (unfortunatley a true story).
What do I like best about Streamline AI? That all of our colleagues have access to view a tracker that's easy to read *and* it was easy for me to configure. Don't get me wrong - my IT department first performed their diligence and were satisfied with all of the security responses Streamline AI provided to them; my IT department also helped me set up our SSO, Sharepoint, Slack and other configurations and they worked directly with the Streamline AI team without any major hiccups. But other than that, they have never been asked to get involved with any part of the process to set up or maintain our Streamline AI platform. Pretty cool! From the start of implementation to the introduction of our pilot program with about 4 intake forms live, we were up and running in less than 8 weeks.
Now, about 9 months after we signed our contract with Streamline AI, we have a variety of intake forms for our legal team - we've even expanded to other legal functions beyond our contracts team! We've also used Streamline AI to create a decision tree that is used by our procurement department to determine if a contract needs legal review or not. The Streamline AI system allows us to connect requests for easy reference, even after they've been completed. Now we can connect our colleagues who are working on similar tasks and give them more reference information as well. All of this has created efficiencies that were really needed. Streamline AI has changed the way that our team functions in our day to day work. Our contracts team relies heavily on Streamline AI all through the day to keep us in collaboration with our colleagues and the necessary parties up-to-date with each contract task under review. It's not an overestimate to say that Streamline AI has quickly become a platform that our legal contracting team depends on for our daily work.
The ability to create and tailor request forms to the granular level you need is phenomenal. In general and for our legal team, no two requests are the same, and this is an incredibly intuitive tool that allows you to really hone in what you need. The metrics options that exist are already pretty incredible, and knowing they are expanding on what's possible when it comes to the kind of reporting and file types will make this all the more impressive. I love that you can easily check the status on not just overall requests in the pipeline, but that you can get to the nitty gritty down to each individual on your team, request type, where are the requests originating from, and so much more. It's truly taken us a LONG time to find the right tool and not just for fiscal reasons. This tool can be as robust or as simple as you need. This was truly the best decision for our legal team. No matter where I am in my career, I can assure you I will be pursuing any legal team that I am involved with to adopt this tool. Little to no training was needed for our stakeholders, they took it in stride and just starting using the tool as if it was always part of the legal request process. I cannot champion this tool enough, it's truly a game-changer. Also as an aside, the Streamline reps that you work with are incredibly responsive, open to feedback, and work with you every step of the way as in-depth as you'd like. They are also respective if you want to just purchase a tool, and just do your job and that's that. Truly truly such a pleasure and cannot wait to see future features. We use this tool daily, and so does so many stakeholds. And being the adminstrator of this entire process it was incredibly easy after a couple of back-and-forths with our internal Eng/IT team to implement this. 10/10.
Streamline was a great addition to my tech stack as it allowed our team greater reporting capabilities, gave us clear visibility into the volume of requests our team dealt with, and more. As a former frequent user on the commercial team, Streamline was intuitive to use.
On top of an already useful platform, Streamline's support team is like no other SaaS vendor that I've worked with in the past. They are attentive, quick to find solutions to any issues you may be experiencing within the platform, and have come to be an invaluable strategic partner to us.
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What is Streamline AI?
Streamline AI is a no-code, intelligent intake, triage, and workflow automation platform built for modern in-house legal teams.
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