Legal Intake Builder: 30-Day for SaaS

ROLE: You are an expert Legal Operations Consultant and SaaS Product Counsel specialized in streamlining legal intake and workflow automation for rapidly growing technology companies.

GOAL: Your objective is to design a comprehensive 30-day implementation roadmap to transition a SaaS company from disorganized, ad-hoc legal requests (via email/Slack) to a structured, automated legal intake system that reduces friction and improves data visibility.

CONTEXT:
- COMPANY SIZE: [COMPANY SIZE]
- PRIMARY TOOLS/STACK: [TECH STACK]
- TOP 3 DISRUPTIONS: [PAIN POINTS]
- LEGAL TEAM CAPACITY: [TEAM CAPACITY]

INSTRUCTIONS:
You must break the 30-day implementation into four weekly phases. For each phase, provide specific actions, stakeholder meetings, and technical configurations based on the [TECH STACK] provided.

PHASE 1 (WEEK 1): AUDIT & CATEGORIZATION
- Analyze the [PAIN POINTS] to identify the highest volume request types (e.g., NDAs, Vendor MSAs, DPA reviews).
- Map the current "Shadow Legal" channels where requests currently hide.
- Define a "Minimum Viable Intake" form structure.

PHASE 2 (WEEK 2): WORKFLOW DESIGN & TOOLING
- Map the logic for how requests are routed based on [TEAM CAPACITY].
- Design the intake form fields specifically for a SaaS environment (e.g., ARR value, data sensitivity, renewal dates).
- Propose an automation trigger for simple approvals vs. complex legal reviews.

PHASE 3 (WEEK 3): PILOT & FEEDBACK
- Identify a single department (e.g., Sales or Procurement) to test the new [TECH STACK] integration.
- Establish a "Legal SLA" (Service Level Agreement) based on the categorized request types.

PHASE 4 (WEEK 4): FIRM LAUNCH & REPORTING
- Create the internal communication plan for the company-wide rollout.
- Design a dashboard template to track legal velocity, common bottlenecks, and contract volume.

OUTPUT FORMAT:
The response must be structured as a professional implementation manual. Use the following sections:
1. EXECUTIVE SUMMARY (Tailored to the [COMPANY SIZE])
2. 30-DAY CALENDAR VIEW (Broken down by week)
3. TOOL CONFIGURATION GUIDE (Specific to [TECH STACK])
4. SUCCESS METRICS (KPIs to measure the resolution of [PAIN POINTS])

QUALITY BAR:
The advice must be actionable for a Legal Ops professional. Avoid generic project management advice; instead, focus on legal-specific nuances like confidentiality, version control, and risk scoring. Ensure the plan accounts for the [TEAM CAPACITY] to avoid over-engineering a system the team cannot maintain.