Gather Details & Route

 Template

Intelligently route requests for proper handling

Examples of Using the "Gather Details & Route" Template

Legal departments often face a slew of requests daily, each requiring different levels of attention and expertise. The "Gather Details & Route" template by Tonkean is designed to streamline this process, saving time and minimizing errors. This template intelligently routes legal requests based on their details, ensuring they reach the right person or team immediately. But that's not all—it also handles the crucial task of gathering any missing information from the original requestor, making the process seamless and efficient.

Example Use Case: Automating Legal Request Intake

Consider a scenario where a legal team receives multiple requests for contract reviews and compliance checks. Using Tonkean's intelligent request classification feature, the "Gather Details & Route" template automatically categorizes these requests. If a request lacks essential information, the template prompts the requestor to provide the missing details, thus ensuring no request is delayed due to incomplete information.

Once categorized, the requests can be routed automatically to the appropriate legal expert using the process optimization capabilities in Tonkean. This not only reduces the workload for the legal team but also ensures that each request is handled with the attention it requires.

Integration with Other Tools

The "Gather Details & Route" template integrates seamlessly with tools like Salesforce and Slack. For instance, a request can be initiated via a Slack message, and the template will automatically pull the necessary information and route it through Salesforce for further documentation. This not only streamlines the process but also maintains a comprehensive record of each request.

Real-World Impact

For enterprise operations professionals, especially those in legal departments, the ability to automate and optimize the handling of requests is crucial. By implementing the "Gather Details & Route" template, teams have reported a reduction in processing time by up to 50% and a significant decrease in errors related to incomplete request data. This solution allows legal teams to focus more on strategic tasks, enhancing overall productivity.

Moreover, the use of no-code process builder ensures that legal teams can tailor the request handling process to their specific needs without needing extensive IT support, making it an ideal choice for busy operations professionals looking to enhance their workflow efficiency.

Conclusion

The "Gather Details & Route" template is a testament to Tonkean's commitment to revolutionizing legal operations through automation and AI. By intelligently routing requests and ensuring complete data capture, this template empowers legal teams to work more effectively and with greater accuracy.

Learn more about how Tonkean's solutions can transform your legal operations by visiting our Legal Works page.

No items found.
Version
1
Last Updated
June 27, 2022
Categories
Related Integrations
Explore all integrations

Trusted by the world’s most innovative teams

Semrush
"
We've taken our cycle time from 19 days to 10. We've dramatically reduced the time it takes to sift through all of these orders that are coming through via email, via Slack and other web forms. It's created all of that efficiency, allowing our teams to do more with a lot less. We're thrilled about having Tonkean in-house.
"
-
Alejandro Fernandez, Head of Global Procurement, Semrush
Google
"
I have seen first-hand the impact that Tonkean can make in transforming complex processes at enterprise scale, resulting in millions of dollars saved from removing time-consuming manual tasks and eliminating other one-off solutions, Empowering an operations team to be innovative while reducing change management is a game changer.
"
-
Mary O'Carroll, former President of CLOC and Head of Legal Operations at Google.
Workday
"
Tonkean has been great for our team because we can supplement certain business practices that we've been doing manually and automate them and we don't need to involve business technology we can take risks we can try things out because it's us doing the no code behind the scenes which I think is really key and impactful and we can see the ROI and benefit right off the bat.
"
-
Frances Pomposo, Senior Director of Legal Operations and Chief of Staff to General Counsel
Tonkean is a leader in Business Process Management on G2
Tonkean is a leader in Business Process Management on G2
Tonkean is a leader in Business Process Management on G2
Users love Tonkean on G2

Create a process experience that works.

Maximize adoption, compliance, and efficiency.
Transform your internal processes with powerful AI and personalized experience. 100% no-code.