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.
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.
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.