Prioritize is LinkSquares legal intake and task management system. It allows a place for legal to work and receive all those requests coming from different business unit members and centralize all those requests, triage across the team, and also track different data and KPIs surrounding the productivity and completion of those requests.

The idea for prioritize came with legal teams handling most of their contract related work within the CLM, but really needing a space to funnel in those non contract related requests coming from the business. Things like compliance issues, corporate matters, dispute and litigation, employment issues, managing bigger projects projects as well, like m and a, fundraising, etcetera. This can be a place for legal to manage all those bigger projects and, of course, track all that within the system. A common request or a common question within prioritize is how do these requests come into the system. There are multiple different ways end users can submit requests into prioritize.

We do have access to a unique email address for prioritize accounts. That allows for the end user to simply submit emails into that particular email address, and it comes into the system as a net new request for legal. Instead of being bogged down in various emails, those requests come into the system where, again, they can be triaged, they can be assigned across legal, and they can be tracked up to completion as well.

In addition to that, we also provide task templates. So this allows for a URL, essentially a form for end users to access without having access to prioritize. They can save this to their their desktops. They can pin this in different systems, and, basically, they can use this URL to submit requests to legal.

The templates allow for legal to gain additional context and segment out what type of request is being submitted for their review. For example, here, I do have a general request that I can submit to legal. We also have HR specific, marketing specific. And if I click this here as a requester, I'm going to fill in different context surrounding what my request is so that legal, when they receive that request and prioritize, they have all the applicable information they may need.

For a marketing particular request, I'm inputting things like task name, essentially, what type of request it is. I can assign it as well. We can also have the request be automatically assigned based on the template initiated off of if a particular member of legal is handling marketing particular review, and other information as well in these data collection questions like a deadline, description, opportunity, when do we need this reviewed by, who the requester is, or any additional files we want to attach as well for review, such as marketing collateral or anything else that would be pertinent to legal.

Once we submit that task, that will flow into prioritize. So, again, the end users can simply submit within prioritize. Legal will come into the system and have visibility into that net new request. So you can see here we now have in our intake column a new request came in for marketing review. We can see who it's assigned to. We can triage. And throughout the entirety of those requests and projects, you'll see here we can funnel them through different statuses, which are customizable.

So we can have a generic intake column. We also can have in progress, blocked on hold for my example. You can have waiting on another department, and you can add additional columns as well if you have additional milestones throughout project completion. I should mention as well, we also have a way to funnel in requests through Slack. We do have a Slack prioritize integration where, essentially, end users working within Slack can access those request forms and submit requests to legal without having to leave Slack, the system they're comfortable in.

I can sit submit legal requests right from here. I can select which type of request I'm submitting. And similar to what you just saw through the URL, I'm able to input certain context in terms of those questions, those data collection questions so that when legal receives that request, they have all the information they may need. Again, I'm submitting this from Slack, but legal would receive this within prioritize and can get access to that request.

A couple other things regarding the request once they are within the system and submitted to legal. So you'll see we do have this board style view. If I click into any board, you'll see here we have visibility into the project itself. We can have encapsulated a description as to what we're working on. You can see as well we track things like the task type on the right hand side if there's a deadline, who it's assigned to. We can also reassign across legal if there's a change in ownership as to who's managing this project, and, essentially, all that is tracked and categorized.

Down below even, you can see we have different context surrounding this particular project. We can have additional materials, whether that's files related to this request, marketing collateral, employment agreements for review.

We can also have milestones like subtasking, where we can track different milestone progressions throughout the entirety of this bigger project. And, essentially, those are customizable. We do have different ways to immerse AI to assist you with suggesting what subtasks would be applicable for certain projects as well.

And then finally, we do have this commenting ability. So alongside any request that's ongoing, we can also have, this commenting and chatting functionality across the legal team or across prioritized users. So if there are multiple users in the system, they essentially can collaborate across these projects without having to have that communication in different systems.

As a final note, everything is tracked and categorized in a dashboard.

So this really provides those KPIs and visibility into those projects for legal and for different business units so you can really track legal's benefit or legal's impact on the business.

For example, you can see here how many requests are submitted to legal on a monthly, quarterly basis. Of those, how many are still open versus have been completed? How long did it take legal to complete those particular tasks? And then, of course, you can even segment out this type of reporting by other things like the task type. Are we receiving mostly employment issues, IP issues? Are we receiving privacy and security questions?

Of those, who is it assigned to across legal? You can actually granularly segment out who the assignee is so that you can really see where the work is allocated across the legal team, who's completing what, and who has bandwidth for net new projects as well.