---
title: "Legal services request and triage form (in-house legal team)"
url: "https://ailawframework.com/precedents/in-house-general-counsel/legal-request-intake-form"
type: "precedent"
site: "AI Law Framework"
id: "a40-legal-request-intake-form"
area_id: "A40"
kind: "form"
ai_level: "yellow"
version: 1
law_stated_as_at: "2026-10-17"
---

# Legal services request and triage form (in-house legal team)

> An intake form that business users complete to ask the legal team for help, with a triage matrix, privilege and confidentiality instructions, routing for whistleblower and regulator matters, and a notice for teams that…

Canonical page: https://ailawframework.com/precedents/in-house-general-counsel/legal-request-intake-form  
Law stated as at: 2026-10-17

Site index for agents: https://ailawframework.com/llms.txt

An intake form that business users complete to ask the legal team for help, with a triage matrix, privilege and confidentiality instructions, routing for whistleblower and regulator matters, and a notice for teams that use AI to sort requests.

## Key facts

- Kind: Form. A form to complete, or a guide to completing an official one.
- Practice area: [In-House / General Counsel](https://ailawframework.com/precedents/in-house-general-counsel.md)
- Jurisdictions: Australia
- AI level: Yellow. AI can help in set ways. A lawyer checks specific points before use.
- Law stated as at: 2026-10-17
- Status: Maintained. Checked on 2026-10-17 against the 4 authorities it cites, for Australia.

## When to use it

Use as the single front door for requests to an in-house legal team, on a portal, form tool or email template. Do not use it to receive whistleblower disclosures or as a substitute for urgent phone contact when a regulator, police or a court deadline is involved.

## How AI may be used

AI may classify requests, suggest an owner and due date, and draft acknowledgements for routine items. A lawyer reviews the triage and gives every piece of advice; no AI bot advises the business directly.

**AI may:**

- Classify each request by type, risk and urgency using Part H's matrix, with the reasons shown.
- Draft acknowledgement emails and requests for missing documents for a lawyer or legal operations officer to send.
- Flag requests that mention a regulator, litigation, a whistleblower or personal information for immediate human review.

**AI must not:**

- Must not give legal advice or a "self-serve" answer to the business without a lawyer reviewing it.
- Must not process whistleblower disclosures or information that may identify a discloser.
- Must not run in a tool that is not approved by Legal for privileged and confidential material.

**The lawyer checks:**

- High-risk and regulator items were picked up within the response times in Part H.
- AI classifications are sampled at least monthly for errors and bias in routing.
- Requests containing privileged material are stored in the legal matter system, not in general business channels.

## Authorities

- [Evidence Act 1995 (Cth) s 117 (a client includes a person who employs a lawyer) and s 118 (legal advice privilege)](https://www.legislation.gov.au/C2004A04858/latest/text)
- [Legal Profession Uniform Law Australian Solicitors' Conduct Rules 2015 r 9 (confidentiality)](https://legislation.nsw.gov.au/view/html/inforce/current/sl-2015-0244)
- [Corporations Act 2001 (Cth) s 1317AAE (confidentiality of a whistleblower's identity)](https://www.legislation.gov.au/C2004A00818/latest/text)
- [Privacy Act 1988 (Cth) Sch 1 APP 11 (security of personal information)](https://www.legislation.gov.au/C2004A03712/latest/text)

## Full text and drafting notes

The full text and the drafting notes are not part of this public page. Signed-in firm accounts can read them at https://ailawframework.com/precedents/in-house-general-counsel/legal-request-intake-form and through the signed-in MCP connector https://ailawframework.com/mcp/firm.

*Practice guidance for planning and review. Confirm current primary sources and the requirements of the actual matter. This is general information, not legal advice.*