Next-Gen Legal Intake

mot-r Q self-service intake captures structured requests that help legal teams reduce waste and burnout.

Why Intake Has to Be Built Into ELM

mot-r Q is designed as a native layer of our next-gen ELM. Intake isn’t just where work starts—it’s where data quality, prioritization, and outcomes are set from the beginning.

Legacy ELMs treat intake as an afterthought, bolting it on through email, shared inboxes, or external tools. The result is delayed visibility, unreliable reporting, and legal teams forced into reactive mode—spending time managing requests instead of doing the work that matters.

When intake is built directly into the platform, everything downstream works better.

When intake is embedded in the platform…

Structured intake at the front door creates clarity across the ELM—before problems compound.

Management gains earlier, cleaner insight into demand, workload, and trend

Legal teams experience fewer interruptions and less back-and-forth

The entire system becomes easier to scale, without adding complexity

Key Benefits of Self-Service Intake

Visibility and Control from the Moment Work Enters the System

Because requests are structured at intake, management gains early, reliable visibility into legal demand, workload, and trends—without waiting for manual reports or post-hoc analysis.

This creates a clearer picture of what work is coming in, where capacity is being consumed, and where intervention is actually needed.

Automate Follow-Up

Smart reminders and escalations ensure nothing falls through the cracks without manual tracking.

Instant Visibility

Real-time dashboards show exactly who's completed what, who's pending, and who needs a nudge.

Less Back-and-Forth, Less Waste, Less Burnout

mot-r Q reduces the interruptions that slow legal teams down. By capturing the right information upfront, legal teams spend less time chasing details and more time doing substantive work. The result is lower friction, faster turnaround, and a measurable reduction in unnecessary effort.

Audit-Ready Trails

Complete documentation with timestamps, digital signatures, and tamper-proof records that regulators trust.

Executive Reporting

Generate instant status reports for GC, CCO, board members, or auditors without manual compilation.

Mobile-First Design

Employees complete attestations and requests from any device, driving higher completion rates.

Optimize Client-Request Intake

mot-r Q is the self-service intake layer of mot-r’s next-gen ELM. It is where legal and compliance work begins—capturing requests in a structured, consistent way that gives management immediate visibility while reducing friction for legal teams. It transforms chaos into clarity by systematically managing both legal intake requests and compliance attestations through automated workflows, delivering 95%+ completion rates and audit-ready documentation

Instead of relying on emails, ad hoc forms, or incomplete submissions, mot-r Q ensures every request arrives with the right information, in the right format, ready to be acted on.

For Legal Operations Teams

Start legal work with structured, self-service intake that reduces manual effort and improves visibility from day one. Eliminate inbox chaos and gain complete visibility into legal request across your organization.

  • Capture legal requests through guided, self-service intake

  • Route work to self-service or the right legal resource automatically

  • Track requests from intake through completion in one system

  • Give requestors real-time status without legal team follow-up

  • Generate instant metrics on demand, volume, and cycle time

For Management

Gain early visibility into legal demand, workload, and capacity—without adding reporting work for legal teams.

  • See incoming legal demand in real time across the organization

  • Understand workload, volume, and cycle times without manual tracking

  • Identify bottlenecks, capacity constraints, and recurring request types

  • Improve prioritization and resourcing decisions with cleaner intake data

  • Support legal teams with insight—not additional process or oversight

For Compliance Operations

Replace manual tracking with systematic attestation collection that

auditors trust and your team loves.

  • Collect SOX, HIPAA, Reg BI, and training certifications

  • Automated campaigns with smart reminders and escalations

  • Achieve 95%+ completion rates consistently

  • Mobile-friendly for high-volume populations

  • Tamper-proof audit trails ready for regulators

What mot-r Q Enables

Guided, Self-Service Intake

Capture requests through adaptive, self-service experiences that ensure the right information is collected upfront—without legal team involvement.

Structured Data at the Source

Standardize how work enters the system so downstream workflows, reporting, and prioritization are built on clean, reliable data.

Intelligent Routing and Triage

Automatically route requests to self-service, the right legal resource, or the appropriate workflow based on context and risk.

Real-Time Status and Transparency

Give requestors visibility into progress while reducing follow-ups and interruptions for legal teams.

Demand and Workload Visibility

Surface incoming demand, volume, and trends early—giving management insight before bottlenecks form.

Native Integration with the ELM

Because mot-r Q is built into the platform, intake data flows seamlessly into workflows, analytics, and AI-enabled capabilities.

Start Small. Scale Across Functions

Start with legal intake or compliance attestations, then expand seamlessly as needs grow.

Because mot-r Q is part of the platform—not a bolt-on—you can extend the same intake model to additional processes, teams, and functions without re-architecting or introducing new tools.

This allows organizations to start small, prove value quickly, and scale with confidence.

Higher ROI

A single, expandable platform delivers more value than a collection of disconnected tools.

By serving multiple functions through one ELM investment, organizations reduce vendor sprawl, simplify operations, and maximize return—while giving both management and legal teams a system that works the way they do.

Where mot-r Q Can Be Applied

mot-r Q is not a collection of forms—it’s a structured intake layer built into a next-gen ELM. Wherever work, risk, or requests enter the organization, mot-r Q provides a consistent front door that captures the right information upfront and routes it into the platform. The examples below illustrate how teams apply the same intake model across functions—without adding tools or complexity.

Regulatory & Reporting Intake

  • Regulatory compliance questionnaires

  • Know Your Customer (KYC) / Anti-Money Laundering (AML) forms

  • Data protection impact assessments (DPIA)

  • Incident reporting and breach notifications

Employee & Ethics Intake

  • Whistleblower and ethics hotline submissions

  • Workplace investigation intake

  • Harassment/discrimination complaint forms

  • Employee background check authorizations

Vendor & Commercial Intake

  • Vendor onboarding and qualification

  • Request for Proposal (RFP) questionnaires

  • Insurance certificate collection

  • Supplier code of conduct acknowledgments

Privacy & Data Rights Intake

  • Data subject access requests (DSAR)

  • Consent management

  • Privacy policy acknowledgments

  • Data processing agreements

Each of these use cases relies on the same structured intake foundation—giving management visibility, reducing manual effort for teams, and ensuring work enters the ELM complete, consistent, and ready for action.

Legal Operations Intake

  • Client intake and conflict checks for law firms

  • Legal needs assessments and matter triage

  • Outside counsel questionnaires and panel management

  • Legal hold notifications and acknowledgments

  • Customer Satisfaction surveys

  • Employee Satisfaction/Burnout surveys

Compliance & Risk Intake

  • Vendor due diligence questionnaires (security, privacy, SOC 2)

  • Third-party risk assessments

  • Compliance audits and self-assessments

  • Policy attestation and acknowledgment tracking

  • Risk assessment questionnaires

Ready to See a Next-Gen ELM in Action?

See how mot-r Q gives management early visibility while helping legal teams reduce waste, burnout, and back-and-forth—starting at the front door.