Streamline AI Reviews & Product Details

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.

I love that it helps to keep me organized. Review collected by and hosted on G2.com.

I would love to be able to drop and drag documents to and from Streamline. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.