Intake Forms
Turn a business request into a finished legal document, without adding it to legal's queue.
Sales, procurement, HR, and every other team that needs a contract can request one directly, through a form or a conversation. Legal builds the template, the rules, and the playbook once. Every document that comes out the other side follows them exactly.
The bottleneck
Not every contract request needs a lawyer to start it.
Sales needs an NDA before a call. Procurement needs a vendor agreement before a purchase order goes out. HR needs an offer letter before a start date is confirmed. None of these require legal judgment to begin. They require information: names, dates, terms, the basic facts of the request.
Today, that information usually reaches legal as a Slack message, an email, or a hallway conversation, and the in-house team spends the first half of the work just figuring out what is actually being asked for. Multiply that by every routine request crossing the business in a given week, and legal's queue fills with intake work before a single document gets drafted.
The requests are not the problem. The channel they arrive through is.
How it works
Business request, intake form, generated document. Legal sets the rules once.
Zeal Intake Forms replaces the email thread with a structured path. A business user answers a form, or has a conversation with Zeal's AI, and the platform turns those answers into a finished document automatically.
Every request follows the same path
Business request
Intake form or AI chat
Structured information
Template or playbook
Generated document
Every answer a business user provides maps to a specific place in the document: a party name, an effective date, a term length, a pricing figure. Zeal fills the template the same way, every time, whether the underlying document is an NDA, a vendor agreement, or a custom playbook Zeal built for that request type.
More agency, less back-and-forth
The business gets to move. Legal gets to stop repeating itself.
Faster turnaround
A request that used to wait in a queue is answered the moment the form is submitted.
Less back-and-forth
The form asks for what the document actually needs, so there is no second email asking for a missing detail.
Fewer repetitive requests for legal
The same NDA or offer letter no longer needs a lawyer's attention every single time.
More autonomy for business teams
Sales, procurement, and HR get documents on their own schedule, not legal's.
Consistent document generation
Every document generated from the same template follows the same rules, regardless of who submitted the request.
Legal oversight without the bottleneck
Legal still owns every template, rule, and playbook. It just is not in the room for every request that uses them.
Build forms your way
Every capability legal needs to control intake, without writing a line of code.
Conditional Logic
Show a business user only the questions relevant to their specific request. An NDA for a vendor asks different questions than an NDA for a candidate, and the form adapts automatically instead of asking everyone the same twenty questions.
Conversational Forms
Let a business user answer through a conversation with Zeal's AI instead of a traditional form, when that fits the request better. The information collected is identical either way.
Assign Forms
Route a submitted form to the right reviewer automatically, so a request never sits unassigned or lands with someone who is not the right person to handle it.
Translate Forms
Present the same intake form in the language the business user actually works in, so intake is not limited to whoever is comfortable with legal's default language.
White Labeling
Match the intake experience to the organization's own brand, so a form feels like an internal tool the business already trusts, not a third-party add-on.
Enable and Disable Forms
Turn a form on or off the moment it should or should not be available, without deleting it or rebuilding it later.
Multiple Users
Let more than one person build, edit, and manage a form, so intake does not depend on a single person's availability.
Embeddable Forms
Drop an intake form directly into an existing website, internal tool, or application, so a business user never has to go looking for it.
Form Builder
Build and customize an intake workflow without engineering support, from the questions asked to the logic behind them.
Meet users where they work
50+ platforms. Intake forms that live inside the tools the business already uses.
A legal intake form that only lives inside legal's own systems is a form most of the business will never find. Zeal Intake Forms integrates with more than 50 platforms, so legal can put the right form directly inside Slack, Salesforce, an internal HR portal, or wherever the request already starts. The business never has to leave the tool it is already working in to get a document moving.
CRM and Sales
Communication and Collaboration
HR Systems
Procurement and Finance
Applicant Tracking
Storage and Documents
50+ platforms and growing. See the full integration list, or discuss one that is not on it yet.
Give the business the power to get legal work done, without adding more work for legal.
A Zeal briefing walks through how intake forms map to the templates and playbooks your legal team already relies on, and where they fit inside the tools your business already uses.