Legal Operations Diagnostic

Legal Intake & Triage Evaluator

Diagnose bottlenecks in your legal request process. Get actionable insights and a personalized implementation roadmap to transform your intake operations.

14 diagnostic questions across 6 dimensions
Instant maturity score with root cause analysis
AI-generated implementation toolkit
Premium reports with stakeholder templates

Start your legal intake assessment

No account needed — start now, and you can save your results afterward.

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How It Works

Complete a comprehensive intake diagnostic in about 5 minutes and get actionable recommendations to improve your legal operations.

01

Create Account

Sign up for free to get started

02

Describe Your Team

Provide context about your legal department

03

Answer Questions

Complete 14 questions across 6 dimensions

04

Get Your Toolkit

Receive personalized recommendations

Maturity Levels

Understand where your legal intake process stands on the maturity spectrum.

Reactive
0-39 points

Ad-hoc processes with significant friction and delays

Developing
40-59 points

Basic processes in place but inconsistently followed

Managed
60-79 points

Structured intake with good visibility and tracking

Optimized
80-100 points

Streamlined, data-driven intake operations

Premium Report

Implementation Toolkit

Upgrade to the premium report for a complete implementation package with AI-generated recommendations tailored to your specific situation.

Executive Summary

Leadership-ready findings and ROI analysis

Implementation Brief

Week-by-week action plan with milestones

Triage Framework

Custom prioritization criteria for your team

Stakeholder Comms

Announcement templates and FAQ documents

Simple, Transparent Pricing

Pay per assessment — no subscription required

Assessment Results
FREE

Instant results after completing the diagnostic

  • Maturity score across 6 dimensions
  • Category score breakdown with progress bars
  • Root cause identification
  • Gap-to-action analysis (top 5)
  • High-level 3-phase roadmap
  • Up to 2 assessments per month
Premium Report
$149USD

Per assessment

  • Everything in free, plus:
  • AI-generated executive summary with ROI analysis
  • Root cause deep-dive with dependency mapping
  • Week-by-week implementation brief
  • Custom triage framework & matter taxonomy
  • Tool configuration guide for your stack
  • Stakeholder communication templates
Best Value
Report + Kick-off Call
$399USD

Assessment + 30-min implementation call

  • Everything in Premium Report, plus:
  • 30-min live implementation kick-off call with a CloudVista consultant
  • Personalized walkthrough of findings and recommendations
  • Tailored prioritization of improvement initiatives
  • Q&A session to address your specific context
  • Follow-up action plan summary via email
Have questions? Visit our FAQ

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See What Your Results Look Like

Preview a sample intake evaluation to see the kind of operational insights you'll receive.

Ready to Optimize Your Legal Intake?

Get started with our comprehensive intake assessment tool today.

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