# Streamline AI Reviews **Vendor:** Streamline AI **Category:** [Enterprise Legal Management (ELM) Software](https://www.g2.com/categories/enterprise-legal-management-elm) **Average Rating:** 4.8/5.0 **Total Reviews:** 28 ## About Streamline AI Streamline AI is an AI-powered intake and matter management system for in-house legal teams, with legal request intake, collaboration, and automated approval and review workflows in a unified, intuitive central hub.  Streamline AI automatically consolidates all legal requests into one centralized source of truth and simplifies legal work triage and management from start to finish. The platform provides complete visibility across all legal matters, including detailed comments and notes, legal-only comments, approvals tracking, and real-time legal metrics that populate out of the box. Designed specifically for in-house legal teams, Streamline AI allows teams to focus their time on efficient and effective work instead of administrative tasks.  Streamline AI is loved by customers such as Logitech, Gusto, 8x8, and more. With Streamline AI, in-house legal departments can: ✅ Get time to value in weeks. It’s easy to build conditional workflows for review and approval routing with no code knowledge required. Streamline integrates with Slack, Salesforce, and email and works in the background to bring requests to one place so there’s minimal disruption to existing processes. ✅ Improve operational efficiency. Get a comprehensive overview of team matters, with all legal request details, approvals, and updates organized in one place. With more visibility into team capacity, you can get ahead of issues and keep operations running smoothly. ✅ Reduce friction for the business. Eliminate unnecessary back and forth with dynamic intake forms, conditional prompts, and automatic workflow routing. Keep business and approval teams in the loop with status updates. By leveraging automation and streamlining collaboration, legal teams can deliver better business results sooner. ✅ Make better-informed decisions. Get clarity into real-time team metrics, including SLA response time, request volume by type, team member, requester team, nonstandard terms volume, and more. With an understanding of performance metrics and trends, bring visibility to team impact, make data-driven resource decisions, and preempt bottlenecks. ✅ Capture a comprehensive audit trail. Streamline AI keeps track of every step and approval, providing a clear history if questions arise later. It’s easy to understand who did what and when, making compliance and accountability a breeze. ## Streamline AI Reviews ### 1. Streamlines Legal Workflows with User-Friendly Interface **Rating:** 4.0/5.0 stars **Reviewed by:** Jennifer C. | Corporate Legal Counsel, Mid-Market (51-1000 emp.) **Reviewed Date:** March 31, 2026 **What do you like best about Streamline AI?** 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. **What do you dislike about Streamline AI?** 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. **What problems is Streamline AI solving and how is that benefiting you?** I use Streamline AI as a user-friendly, centralized platform to manage legal workflows, which fosters team collaboration and solves common in-house legal problems. It provides an easy tool for collaborative tracking that keeps everyone updated on the status of legal matters. ### 2. Streamlines Team Collaboration and Task Management **Rating:** 4.0/5.0 stars **Reviewed by:** Himanshi M. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 02, 2026 **What do you like best about Streamline AI?** 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. **What do you dislike about Streamline AI?** I feel like Streamline AI lacks deep insights, which is something that could be improved. **What problems is Streamline AI solving and how is that benefiting you?** I use Streamline AI to manage tasks and approvals, enabling team collaboration without chaos. It converts complex workflows into automated steps, helping me stay on top of tasks without constant follow-ups. ### 3. Streamline AI: Easy to Use and Quick to Update Forms **Rating:** 4.5/5.0 stars **Reviewed by:** Kerri A. | Director of Legal Operations, Enterprise (> 1000 emp.) **Reviewed Date:** December 03, 2025 **What do you like best about Streamline AI?** 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. **What do you dislike about Streamline AI?** I honestly cannot think of anything that i dislike about this system. **What problems is Streamline AI solving and how is that benefiting you?** We are now able to have department users provide all information necessary upfront in the request form instead of multiple emails back and forth. We are also able to see how much work is coming in and out of our department; this will help us when we are needing to add additional staff. ### 4. Our 3rd platform in 2 years, and the one we’re happily sticking with! 10/10 recommended **Rating:** 5.0/5.0 stars **Reviewed by:** Sonja M. | Sr. Legal Operations Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** October 27, 2025 **What do you like best about Streamline AI?** 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 **What do you dislike about Streamline AI?** I know I should write something here so I don’t look like a bot, but I have no complaints **What problems is Streamline AI solving and how is that benefiting you?** As a docketing system, Streamline is simply easy to navigate and manage. The interface is intuitive, the tracker page is easy to customize, and the search feature is much smarter than what we’ve experienced with other platforms. As a company-wide intake portal for contract requests, Streamline has made the intake process so simple for everyone. I also love how, within the intake forms, you’re able to post instructions for your users, link them to other platforms, set up notifications that interface with other departments, etc. ### 5. Lightweight, simple matter tracking and management **Rating:** 5.0/5.0 stars **Reviewed by:** Rebecca K. | Director of Legal Operations, Enterprise (> 1000 emp.) **Reviewed Date:** June 26, 2025 **What do you like best about Streamline AI?** 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. **What do you dislike about Streamline AI?** 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. **What problems is Streamline AI solving and how is that benefiting you?** We leverage Streamline to provide visibility into the work our Legal team is doing, and which internal business units they are doing the work for. ### 6. Quick implementation. Intake tool captures valuable data. Internal customers love visibility. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Telecommunications | Enterprise (> 1000 emp.) **Reviewed Date:** May 15, 2025 **What do you like best about Streamline AI?** 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. **What do you dislike about Streamline AI?** Column width flexibility is coming soon. **What problems is Streamline AI solving and how is that benefiting you?** Streamline AI is our legal "front door" for all types of requests that come into a global corporate legal department (contracts, HR, IP, real estate, litigation, legal operations, vendors. etc.) We are now able to track the sources,types, time, urgency, and assignee of all legal requests by business unit and internal customer. Besides workload management, we built in internal checklists to standardize processes and provide visibility to task status and allow collaboration on tasks. We built in the ability to capture approvals in workflows, both ad-hoc and automated. The workflow automatically assigns the task to the correct legal professional based on preset conditions. If that person is out of office, others can take the work to keep from a bottleneck occurring. Workload can be reallocated as needed. We set up forwards for alias emails that often get lost in separate inboxes (Legal@, Contracts@, Compliance@) so they go right into StreamlineAI to get assigned. Flexible intake allows us to forward emails into Streamline in situations where we don't want to force the users to submit a form. Lawyers don't spend extra time triaging legal support requests anymore. The Outlook/email bottleneck is gone. ### 7. Exceptional Service and Support **Rating:** 5.0/5.0 stars **Reviewed by:** Jo O. | Senior Corporate Paralegal, Enterprise (> 1000 emp.) **Reviewed Date:** May 13, 2025 **What do you like best about Streamline AI?** 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. **What do you dislike about Streamline AI?** There are always issues to work out when implementing a new software, but Streamline has made it as easy as possible! **What problems is Streamline AI solving and how is that benefiting you?** Our department is more accessible, efficient, and organized because of Streamline Ai. ### 8. Critical tool to manage contract workflow **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** June 26, 2025 **What do you like best about Streamline AI?** 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. **What do you dislike about Streamline AI?** I don't see any downsides in using Streamline. There are integrations with other tools we would like to see as we scale. **What problems is Streamline AI solving and how is that benefiting you?** Key tool to manage our contract process and workflow. ### 9. Working smarter, not harder **Rating:** 5.0/5.0 stars **Reviewed by:** Karen K. | Strategic Advisor, Mid-Market (51-1000 emp.) **Reviewed Date:** June 27, 2025 **What do you like best about Streamline AI?** 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. **What do you dislike about Streamline AI?** I really don't see downsides. Future integration with a full CLM (when we can afford one) will be important. **What problems is Streamline AI solving and how is that benefiting you?** The input of data into my forms from an email saves time. ### 10. Best legal ops tool I've ever implemented **Rating:** 5.0/5.0 stars **Reviewed by:** Dana V. | Director Legal Operations, Mid-Market (51-1000 emp.) **Reviewed Date:** January 30, 2025 **What do you like best about Streamline AI?** Ease of use, Ease of Implementation, Customer Support **What do you dislike about Streamline AI?** Requestors can assign a request but I understand this issue is being looked at and should be resolved. **What problems is Streamline AI solving and how is that benefiting you?** Transparency across several departments (Legal, RevOps, ChannelOps, Sales) and soon to add Finance and HR. Our sales folks can now see all their requests in 1 place and see the status of the request so they don't have to send countless emails to get the status or ask a question. The collaboration hub is very useful as an audit trail and once source of truth for communications cutting down on communication triangulation. Our CLO is now able to have a clear view of all requests coming into legal. ### 11. Steamline AI Is A Game Changer **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Retail | Enterprise (> 1000 emp.) **Reviewed Date:** July 03, 2025 **What do you like best about Streamline AI?** I love that it helps to keep me organized. **What do you dislike about Streamline AI?** I would love to be able to drop and drag documents to and from Streamline. **What problems is Streamline AI solving and how is that benefiting you?** All my requests are in one location I can easily see what is due or overdue I can use the waiting for area to notate who I am waiting for a response from The Board keeps me competitive ensuring I hit my KPI's ### 12. My colleagues actually thanked me for implementing Streamline! **Rating:** 4.5/5.0 stars **Reviewed by:** Corinne W. | Director, Mid-Market (51-1000 emp.) **Reviewed Date:** August 12, 2024 **What do you like best about Streamline AI?** 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. **What do you dislike about Streamline AI?** Streamline AI is building out the platform and I hope that what I dislike about it now will be a distant memory in 6 months. There are constant updates to the system which is awesome. I would love to be able to select what documents are visible to users and other documents are only visible to our core users. I'd like/LOVE (and expect this will change pretty soon) - to have the ability to customize all of the status options. I'd also like some more functionality with the workflows so I can trigger alerts or status updates based on a file being added from a particular site or integration, like DocuSign. Some parts of Streamline are still a headache for me - may sound silly but not being able to change the font color or font size on intake forms has been challenging and I think would be helpful in terms of showing certain phrases in red color or larger fonts in certain fields for impact. I think the biggest challenge that we have is relying on the notifications bell on the tracker to provide updates on any changes to the request. I read another reviewer that mentioned it would be helpful to have a row turn bold if there was a new change. I agree with that. The bell is a new addition and I love the ability to see the latest change but it pulls in too much from email threads. Compared to what I had before I found Streamline AI, I love love love Streamline AI. I do think we'll need to look for a new CLM in another year and as of now, Streamline doesn't offer the full CLM. I am hopeful Streamline AI will integrate with more CLMs if it decides to focus the business on other areas than building a CLM - it's a strong system just as it's built now. **What problems is Streamline AI solving and how is that benefiting you?** full access to all employees to make requests and view the status of their requests. The ability to collaborate easily and still keep security on documents. Less time spent by the legal team answering "where is it" questions. More ability to show ROI of legal team and ask for headcount based on reports and SLAs that are customized to each type of request. ### 13. Great product; excellent customer service **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** December 04, 2024 **What do you like best about Streamline AI?** Streamline AI offers an extremely flexible, customizable intake, assignment and notification workflows automations that almost immediately began helping us track and organize our Legal and Compliance team's incoming work requests. Moreover, the searchability of tickets allows us to utilize Streamline as a repository of past legal guidance given to the company, and is allowing us to pull out common themes from which we hope to derive self-service resources (which we can link out to directly from Streamline and ultimately reduce the number of incoming requests as we drive self-service). I also have seen just in the first year of working with Streamline, that the product is consistently and constantly improving and adding features (something a lot of SaaS tools tout without backing it up with action)...but Streamline has delivered here in a way that is refreshing and energizing, and leaves me perpetually excited to see what will be rolling out next. Probably the best thing about my experience with Streamline AI has been the amazing implementation, integration and ongoing product support we have received. Evan and Sophia have been incredible to work with, are always quick to respond and address issues (often before I realize there was even a problem to begin with!), and have really gone above and beyond to set us up for continued success. **What do you dislike about Streamline AI?** I'm nitpicking, but the ability to do a text search of comments left in tickets (and not just field content) would 10x the utility of Streamline as a repository of legal/product/regulatory guidance. I also wish that there could be multiple individuals/teams assigned to tickets (vs. a single individual). **What problems is Streamline AI solving and how is that benefiting you?** With Streamline AI, we went from email and Slack intake to an actual ticketing system to help us organize our work, loop in collaborators to work with requesters in a single location, and to track the volume and types of work our team is asked to do. The reduction in toil/disorganization has been an immediate benefit, and we hope that, in the long-term, Streamline will help us pinpoint where we get repeat requests, improving how we can not only ask for better/more information up-front, but also how we can create self-serve resources and direct folks to them from Streamline. ### 14. The best legal request tool curated from lawyers, for lawyers! **Rating:** 5.0/5.0 stars **Reviewed by:** Rita Z. | Legal Operations and Compliance Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** June 10, 2024 **What do you like best about Streamline AI?** 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. **What do you dislike about Streamline AI?** Needs more integration features and functionality with Slack -- once they are able to have the open API feature, the sky will be the limiti! More options for metrics reporting and exporting is necessary so that legal departments can provide those hard and fast legal team "value" needs. **What problems is Streamline AI solving and how is that benefiting you?** Triaging the varying requests that come through email, Slack, DMs, etc. We can truly use this tool as a source of truth. There is fully transparency with the requestor and our legal team, and anyone tagged/added as a collaborator to see every step of the process and be involved. It's easy to adopt and learn. The metrics show our team's value in tangible ways. ### 15. A great tool for organizations looking to improve internal processes. **Rating:** 5.0/5.0 stars **Reviewed by:** Simran S. | Contracts Manager & Equity Admin, Mid-Market (51-1000 emp.) **Reviewed Date:** May 16, 2024 **What do you like best about Streamline AI?** This platform listens to an issue that many teams have: prioritizing visibility and communication across a multi-team approvals system. Streamline.ai has solved this problem by allowing organizations to gain control over commercial matters, irregardless of the size of a deal, number of approvals and teams involved, and its priority status. Having the ability to see all of the contract details in front of you and the ability to send a request out for approvals at the click of a button is truly a game changer. Above all, Streamline.ai is extremely user friendly. The organization has seamlessly added this platform into its daily processes. **What do you dislike about Streamline AI?** Streamline.ai is an evolving tool and I am excited to see it grow. I hope to see an internal contract management system that holds all executed contracts that result from Streamline.ai requests, and more integrations options such as Outlook, Sharepoint, etc. **What problems is Streamline AI solving and how is that benefiting you?** Before Streamline.ai, a document’s lifecycle was enclosed to email, which made it hard for multiple teams to manage, track, and organize. Streamline.ai allows us to track all requests AND easily add team members who need visibility into a request and/or need to approve a request. From a business perspective, Streamline.ai tracks the organization’s SLA, allowing us to further improve our internal review processes and continue to grow as an organization. ### 16. Streamline AI has been very helpful to us for our vendor onboarding process at Zeplin. **Rating:** 4.5/5.0 stars **Reviewed by:** Ipek B. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 16, 2024 **What do you like best about Streamline AI?** The template forms that Streamline AI offers made it easier for us to collaborate with different crew members for similar requests that we receive. We save our crew members' time by allowing them to fill out the forms that we prepare through Streamline instead of having them draft their proposal for these requests. The customer service team at Streamline AI is also very helpful with answering our questions and suggesting necessary changes to the templates that we are using in accordance with our needs. **What do you dislike about Streamline AI?** We encountered some issues with receiving notifications related to the approvals through Streamline AI. However, our customer success contact has been very helpful in order for us to resolve this issue. **What problems is Streamline AI solving and how is that benefiting you?** We are using Streamline AI for our vendor onboarding process. Through different template forms that Streamline AI offers, we are able to save time of our crew members while they submit their requests for new tools at Zeplin. ### 17. Best legal tool we use. **Rating:** 5.0/5.0 stars **Reviewed by:** JP L. | Sr. Legal Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** May 15, 2024 **What do you like best about Streamline AI?** Our legal team uses Streamline AI to bolster and support all our teams throught the business. During the implementation we were able to go from zero to 100 within a month. This allowed for a period of training to get our internal stakeholders up to speed rapidly. Due to the very user friendly interface, our stakeholders did not require much training (if any) to be able to make full use of the system. Our experience with implementation did not stop once we went live, and continues on even now. I meet bi weekly with the amazing team at streamline to go over any questions and hear about or see new features that are coming/are live. The whole experience with Streamline has been great and very user friendly. We are now seeing daily use of this system and with the integrations they offer. **What do you dislike about Streamline AI?** The only downside is that we didn't have them sooner! **What problems is Streamline AI solving and how is that benefiting you?** The problem that Streamline AI solves is the legal intake. We are currently using them as the "legal frontdoor" throughout our entire org. This allows for us to be on top of all requests/questions/interactions that we would normally have seen come in through various avenues that may have not been tracked. ### 18. Optimize efficiency in assigning tasks. Get the metrics you need to earn more budget. **Rating:** 5.0/5.0 stars **Reviewed by:** Johnny M. | Associate General Counsel, Enterprise (> 1000 emp.) **Reviewed Date:** May 13, 2024 **What do you like best about Streamline AI?** The Streamline AI interface is extremly intuitive and makes the system simple to use. With a few clicks of a button we can easily assign/delegate tasks within the legal department and route documents for approval. The metrics we get from Streamline AI help us to track overall volume, individual contributors' workload, and determine where the bottlenecks in our processes lie, as well as understand where we need more support. Streamline Ai was a key first tool for our legal deparment to implement and will continue to be a factor in our success in managing prioritizing tasks and tracking productivity. And a big shoutout to the customer support team for their excellent responsiveness and ability to resolve any questions we throw at them! **What do you dislike about Streamline AI?** Currently, we only use Streamline AI for task tracking, metrics, and approvals. We look forward to seeing broader capabilities for the platform and additional integrations. **What problems is Streamline AI solving and how is that benefiting you?** Streamline AI helps us gain visibility into department wide workload; understanding what team members are receiving which types of legal requests and how frequently. It helps us understand and manage how work is assigned among the team. The metrics we gain from using Streamline AI help us to prove to management when we need to increase our budget for additional resources or team members. ### 19. Great experience with Streamline AI for the past year **Rating:** 3.5/5.0 stars **Reviewed by:** Sarah P. | Legal Operations Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** May 21, 2024 **What do you like best about Streamline AI?** 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. **What do you dislike about Streamline AI?** Streamline is meeting our team's needs for now, but we will need the platform to scale as we do. For example, I would be interested in expanding Streamline's use outside our commercial team, but I would like to be able to create separate dashboards to track different internal matter types. However, Streamline's team has expressed its goal to scale with us and continuously meet our needs. **What problems is Streamline AI solving and how is that benefiting you?** Streamline is helping the team enhance our reporting capabilities, improve visibility amongst the team regarding team members workload, and allow us to gather insights as to how our own team is performing. Streamline is also helping our team find creative ways to communicate expectations to our business, and allows us to scale our intake. ### 20. Great workflow tool built by a lawyer **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** May 08, 2024 **What do you like best about Streamline AI?** I've used other workflow tools that were not specifically tailored to legal workflows and this is far superior, I think because Streamline was built by someone who has actual experience as an in house lawyer. There are so many features that make so much sense for legal use. I especially love the ability to implement rules based automation in the intake forms to reduce user error. This tool was also incredibly easy to implement, which is critical for a small team that doesn't have a dedicated technical resource. It's been very easy for both legal and business users to pick it up and start using it. **What do you dislike about Streamline AI?** Streamline is a new-ish service, so they are lacking in some integrations. For example, they don't currently integrate with Coupa. However, the customer success team is so responsive and the product team is always rolling out new updates, so we're optimistic that this will improve over time. **What problems is Streamline AI solving and how is that benefiting you?** Streamline AI allows us to centrally intake, triage and track all legal tasks, whether it comes in via Slack, email or directly from the form. It also gives us a way to collect the information we need to start a legal review, within having to ask the same questions over and over again. ### 21. Amazing tool and an absolute lifesaver! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** May 02, 2024 **What do you like best about Streamline AI?** The visbility into incoming requests. We used to struggle with requests coming in from all different channels and were starting to lose track of request status, especially when your organisation is very slack dependant. With streamline we now have a great overview of what's incoming, business users can see where their request is sitting and we now we can dig up a historic overview of a request. Further I'm amazed on the user adaptation within our business without any user training. I haven't had anyone complain so far that Streamline is hard to use for non-legal team members and everyone is making the effort to submit legal team requests through Streamline. It's also very easy to go into the tool **What do you dislike about Streamline AI?** Nothing in particular. Streamline is a start-up in full development so I'm sure lots of exciting features are coming our way. What I'm currently missing is - seeing updates on requests highlighted in the app itself (i.e. like seeing an unread email). Now I have to click into each request to see if I missed anything. - Would appreciate a reminder functionality (both to core and business users). - Archiving function - The functionality to hide (confidential) requests from other legal team core users. - User management within the core team users (i.e. different gradation of access to certain request types per function) -> this relates a bit to my previous comment on hiding confidential requests. - Further enhancement of the Salesforce integration to make sure the comments made in streamline feed back into the Salesforce chatter. To make this a full legal team workspace where a team can have all of its resources / requests in one I'd like to see a notes / task section. There's always stuff you need to do that I don't feel needs to be a request in Streamline but would be nice to have your secondary to do/task/notes list visible in Streamline. **What problems is Streamline AI solving and how is that benefiting you?** Triaging requests, visibility into incoming requests and team collaboration in a single tool. ### 22. Streamline AI Is great! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Construction | Enterprise (> 1000 emp.) **Reviewed Date:** August 14, 2024 **What do you like best about Streamline AI?** Streamline AI is user friendly, easy to implement and easy to change/update. It's tracking and reporting features are top notch and its customer service is amazing. **What do you dislike about Streamline AI?** I would like the ability to download the forms/information in the format in which it comes in. **What problems is Streamline AI solving and how is that benefiting you?** Work flow automation and tracking of legal department requests. ### 23. The product that legal needs for better intake, alignment, and visibility **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Legal Services | Enterprise (> 1000 emp.) **Reviewed Date:** January 03, 2024 **What do you like best about Streamline AI?** It's built for legal (for example, no code workflows) and not limited to contracts. Every other solution out there is either a contract management tool (which limits intake and tracking) or a one-size-fits-all workflow solution that doesn't solve legal team problems. Streamline's team listens and makes it a priority to build and improve the product to empower legal to work efficiently and to shine within their company. Streamline keeps us organized and lets us show our hard work within the company. And, their team is always there when we need them to solve issues and provide solutions. **What do you dislike about Streamline AI?** We are using Streamline as the foundation for our commercial team, and are eager to get more out of the platform as it advances on in-progress features that will help automate more workflows and enhance our reporting capabilities. **What problems is Streamline AI solving and how is that benefiting you?** It's removed the chaos and mystery that comes with having intake everywhere (email, CLM, Slack, JIRA, etc.) by centralizing it all in one place. That helps us stay organized, save time, and plan for the future. It gives us insight into the work we're doing and lets us show it to the business on a periodic basis. By tracking our work and choosing data values that are important to us, we can understand where we need to improve as a team and report on our work on a periodic basis. It gives visibility to the business. They can access their dashboard to know where projects and deals stand and get up to speed on what's happening by reading through the ticket. ### 24. True to it's name, our processes are indeed Streamlined! **Rating:** 5.0/5.0 stars **Reviewed by:** Alicia M. | Chief Operating Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** February 15, 2024 **What do you like best about Streamline AI?** The visibility this product provides is a game changer. It is used by our team daily. So much time is saved now that status requests don't require emailing and waiting on a response (that will likely not come without multiple follow ups). Being able to review details and action requests from email means no more bottle necks. This product is so user friendly, we can create and update workflows internally without involving IT. Implementation of this product was the easiest most enjoyable implementation experience I have had to date. **What do you dislike about Streamline AI?** Not a big deal but I do wish reports could be scheduled. This is something Streamline is working on. **What problems is Streamline AI solving and how is that benefiting you?** Streamline has aloud Mosaic to create standard processes that prevent steps from being missed. ### 25. Finally a tool to keep me and my team organized **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Facilities Services | Mid-Market (51-1000 emp.) **Reviewed Date:** December 13, 2023 **What do you like best about Streamline AI?** Before Streamline, I was using starred emails (in Google) or flags (in Outlook) as my to do list because no other service I tried worked for me. With Streamline, I can see all of my tasks, as well as all relevant detail about that task. I use it every day to stay organized. It also allows me to assign tasks to my team, to collaborate with them, and to track the progress of their work. I also really like the approval workflows. For relevant tasks, Streamline allows me to centralize IT, privacy, security, finance and legal approval tracking in once place. The implementation process was very easy and we were up and running within days of signing up. **What do you dislike about Streamline AI?** Streamline has been available for a very short time so there are still some features I would like to see developed in the next year to enhance our use of the platform. **What problems is Streamline AI solving and how is that benefiting you?** Primary use case is improving daily managment. This includes my own daily management as well as daily management of my team. It is where I go to see what tasks I need to work on each day, and to see what tasks my team are working on. Another use case are the approval workflows. Before Streamline, when the legal team would get a vendor agreement to review, for example, we wouldn't know whether or not IT had approved the purchase, finance had confirmed it was in the budget or, privacy and security had done an assessment. And if we did get approvals, it was usually through email or slack and it was very time consuming to track down those approvals if ever asked. Now with Streamline we have all those approvals in one place. ### 26. A must have for any legal team **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Telecommunications | Enterprise (> 1000 emp.) **Reviewed Date:** November 03, 2023 **What do you like best about Streamline AI?** Streamline AI allows legal leaders to gather metrics and measure legal performance in a way that helps to unlock business value. This is what sets Streamline AI apart from other tools. I can automate and streamline legal processes using the tool AND then I can measure, report on, and improve the delivery of legal services. This business-first approach to legal operations sets Streamline AI apart from the other solutions and is reflected in the architecture of the tool. For example, there is a slider that allows us to differentiate between time spent in legal review vs. time we’re waiting for a counterparty (internal or external). This really unlocks our metrics to demonstrate business value. This tool was built on real attorney experience in delivering legal services and with a view to enabling legal leaders to demonstrate business value. It's also very easy to use and we've quickly added integration, so implementation is really a breeze. I'm using it every day now to look at our metrics and how we're getting better every day. **What do you dislike about Streamline AI?** Streamline AI is cutting edge technology and as with any technology that is ahead of the market there are unique quirks. What I’ve seen is tremendous responsiveness from the team in adapting to our feedback, though, so I have no concerns. Our customer success manager was very responsive. **What problems is Streamline AI solving and how is that benefiting you?** The number one problem Streamline is solving is helping me to quantify the business benefits delivered by the legal team. Legal KPIs are very difficult to do well and with Streamline AI I have finally found a tool that can give me the data I need for our quarterly business reviews. ### 27. Excellent for getting a handle of volume of Legal requests **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** May 20, 2024 **What do you like best about Streamline AI?** Ease of use, configurability, great support team **What do you dislike about Streamline AI?** Needs more integration capabilities with other systems **What problems is Streamline AI solving and how is that benefiting you?** Helps to provide visibility into volume of Legal requests, and allows measuring work in progress ### 28. Flexible and transparent tracking tool **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Consumer Electronics | Enterprise (> 1000 emp.) **Reviewed Date:** May 08, 2024 **What do you like best about Streamline AI?** Its flexibility and integrations. Its support team people. They are great **What do you dislike about Streamline AI?** Even if is possible to select the wide notifications to receive, their number is very high **What problems is Streamline AI solving and how is that benefiting you?** Tracking, status report, approvals - [View Streamline AI pricing details and edition comparison](https://www.g2.com/products/streamline-ai/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-14+09%3A01%3A31+-0500&secure%5Bsession_id%5D=2d0f7c6f-5fbd-4e08-b679-435ded7a874a&secure%5Btoken%5D=52acc8d2e750a7f2d0b04f414b0b9a3c6886cc3e4370d095e8b2e628af26108a&format=llm_user) ## Streamline AI Integrations - [Agentforce 360 Platform (formerly Salesforce Platform)](https://www.g2.com/products/agentforce-360-platform-formerly-salesforce-platform/reviews) - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - [Docusign](https://www.g2.com/products/docusign/reviews) - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews) - [Slack](https://www.g2.com/products/slack/reviews) ## Streamline AI Features **Platform Content** - Matter Management - Spend Management - Contract Management - Template Library **Platform Additional Functionality** - Cloud - Mobility - Messaging **Platform Data** - Visualization - Dashboard - Reporting **Agentic AI - Enterprise Legal Management (ELM)** - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making ## Top Streamline AI Alternatives - [Filevine](https://www.g2.com/products/filevine/reviews) - 4.7/5.0 (286 reviews) - [Litify](https://www.g2.com/products/litify/reviews) - 4.2/5.0 (228 reviews) - [Legal Tracker](https://www.g2.com/products/legal-tracker/reviews) - 4.6/5.0 (151 reviews)