---
title: "Streamline AI (LegalDesk, Inc. (dba Streamline AI))"
url: "https://ailawframework.com/software/streamline-ai"
type: "software_profile"
site: "AI Law Framework"
id: "streamline-ai"
vendor: "LegalDesk, Inc. (dba Streamline AI)"
category: "Legal-specific"
segment: "Intake and client service"
confidence: "medium"
last_reviewed: "2026-09-21"
---

# Streamline AI (LegalDesk, Inc. (dba Streamline AI))

> AI intake, triage and matter-workflow platform for in-house legal teams, with Slack/Teams intake and an MCP connector.

Canonical page: https://ailawframework.com/software/streamline-ai  
Last reviewed: 2026-09-21

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

Plan covered: Pro (from USD 22,900) versus Enterprise (from USD 26,900). Privacy 12 June 2026; platform processing is under a DPA, not the public privacy notice.

## Capabilities

- Intake and triage
- Matter management
- Document automation
- Knowledge search
- Agentic workflows

## Key facts

| Fact | Value |
| --- | --- |
| Deployment | SaaS |
| Hosting regions | United States |
| Australian region | Unknown |
| Model providers | OpenAI |
| Assurance | SOC 2 Type II |
| Training on customer content | No |
| Retention | Customer/matter data for the agreement term then returned or deleted at the customer’s election. AI sub-processor retains Customer Data for a limited period; Streamline does not claim zero data retention. |
| Integrations | Slack, Microsoft Teams, Google Workspace, Okta, DocuSign, Adobe Sign, Google Drive, Box, OneDrive, SharePoint, Salesforce, Ironclad, NetDocuments, Jira |
| Legal content coverage | Not a licensed primary-law database. Knowledge Bot answers from the customer’s own policies. |
| Pricing | Pro from USD 22,900 (SSO, SCIM, Slack/Teams, 5,000 business users). Enterprise from USD 26,900 adds storage, Salesforce, Ironclad, NetDocuments and API. Contact sales. |
| Australian presence | Unknown. No Australian hosting or office described. AWS/OpenAI processing is typically outside Australia. |
| Website | https://www.streamline.ai |

## What the research found

| Topic | Status | Finding | Open question | Sources |
| --- | --- | --- | --- | --- |
| Pro versus Enterprise | Public claim only | LegalDesk, Inc. dba Streamline AI. Pro from USD 22,900 (4 core users). Enterprise from USD 26,900. Privacy 12 June 2026: Streamline is processor of platform Customer Data under a DPA, not the public notice. | Which plan, DPA and enabled AI modules (Knowledge Bot, MCP, Slack agent) are on the order? | [Streamline AI — pricing](https://www.streamline.ai/pricing); [Streamline AI — Privacy Policy (12 June 2026)](https://www.streamline.ai/legal/privacy-policy) |
| AWS SaaS | Public claim only | Security: production on Amazon Web Services. Subprocessors: hosted on AWS; Heroku for containers; MongoDB Atlas for the database. Region is not named. | Which AWS region holds our tenant, and is an Australian region available? | [Streamline AI — Security](https://www.streamline.ai/product/security); [Streamline AI — Subprocessors](https://www.streamline.ai/legal/subprocessors) |
| Intake, triage, agents | Public claim only | Home: request intake/triage, workflow automation, matter management, document generation, AI email intake, Knowledge Bot, Velo Copilot, MCP connector, Slack intake agent. | Which AI agents will we enable, and can we turn them off? | [Streamline AI — home](https://www.streamline.ai/) |
| Not a law corpus | Public claim only | Product is in-house intake/workflow, not a licensed primary-law research database. | Confirm no Australian case-law retrieval is in scope. | [Streamline AI — home](https://www.streamline.ai/) |
| Published starting prices | Public claim only | Pro USD 22,900 / Enterprise USD 26,900 starting, contact sales. Terms: Delaware law; JAMS arbitration (San Francisco County for non-US users); Streamline is not a law firm. | Confirm seats, term and whether we can negotiate Australian law/forum. | [Streamline AI — pricing](https://www.streamline.ai/pricing); [Streamline AI — Terms of Use](https://www.streamline.ai/legal/terms-of-use) |
| SSO and DMS on Enterprise | Public claim only | Security: SSO with Google, Okta, OneLogin. Pricing: Slack/Teams on Pro; Enterprise adds Drive/Box/OneDrive/SharePoint, Salesforce, Ironclad, NetDocuments, Jira, API. | Which connectors will receive matter text? | [Streamline AI — Security](https://www.streamline.ai/product/security); [Streamline AI — pricing](https://www.streamline.ai/pricing) |
| support@streamline.ai | Public claim only | Terms point disputes and opt-out to support@streamline.ai. Footer claims 60-day implementation. No published severity SLA. | What are support hours and the security contact? | [Streamline AI — Terms of Use](https://www.streamline.ai/legal/terms-of-use) |
| No independent bench | Not confirmed | No Vals AI or Stanford RegLab result found. Privacy: AI outputs may be incomplete or inaccurate. | May we trial intake classification on our request types with a scored error log? | [Streamline AI — Privacy Policy (12 June 2026)](https://www.streamline.ai/legal/privacy-policy) |
| Intake automation, human review required | Public claim only | Privacy: customers must review and validate all AI outputs; they are not legal advice and must not produce legal/significant effects without human review. Fit is in-house intake and routine workflow, not unsupervised advice. | Which request types will stay human-only? | [Streamline AI — Privacy Policy (12 June 2026)](https://www.streamline.ai/legal/privacy-policy); [Streamline AI — home](https://www.streamline.ai/) |
| Processor role; no AU template | Not confirmed | Privacy: customer is controller of platform Personal Data. No Australian client-disclosure template. | Provide a client-disclosure for US AWS/OpenAI processing of in-house matter text. | [Streamline AI — Privacy Policy (12 June 2026)](https://www.streamline.ai/legal/privacy-policy) |
| OpenAI | Public claim only | Subprocessors: OpenAI powers email triage, document analysis and request classification. No customer model choice described. | Name the OpenAI models and region, and can we disable OpenAI for some workflows? | [Streamline AI — Subprocessors](https://www.streamline.ai/legal/subprocessors) |
| Published list, no dates | Public claim only | List names Heroku, AWS, MongoDB Atlas, Redis Labs, Google Workspace and OpenAI. No dated locations table or objection right on that page. | Provide locations, notice period and flow-down of no-training for each processor. | [Streamline AI — Subprocessors](https://www.streamline.ai/legal/subprocessors) |
| No GP-model training; not ZDR | Public claim only | Privacy: Streamline does not use Customer Data to train general-purpose AI/ML models. AI sub-processor does not train on Customer Data but retains it for a limited period under enterprise terms. Streamline does not represent zero data retention. | State OpenAI retention days on our tenancy and point to the signed API terms. | [Streamline AI — Privacy Policy (12 June 2026)](https://www.streamline.ai/legal/privacy-policy) |
| Improve the Service | Public claim only | Privacy: information used to administer, provide and improve the Services. Cookie analytics on the Site. Platform Customer Data is processor-side under the DPA. | Can matter text appear in product analytics? | [Streamline AI — Privacy Policy (12 June 2026)](https://www.streamline.ai/legal/privacy-policy) |
| Term then customer election | Public claim only | Privacy: customer account and matter data for the agreement duration and, after termination, for the period in that agreement, then returned or deleted at the customer’s election. OpenAI limited retention is not numbered here. | State live retention for requests, uploads, embeddings and OpenAI logs. | [Streamline AI — Privacy Policy (12 June 2026)](https://www.streamline.ai/legal/privacy-policy) |
| Return or delete on exit | Public claim only | After termination, data is returned or deleted at the customer’s election. No 30-day certified-deletion SLA in the public privacy notice. | Will you certify deletion of production, backups and OpenAI copies within 30 days? | [Streamline AI — Privacy Policy (12 June 2026)](https://www.streamline.ai/legal/privacy-policy) |
| Not numbered | Not confirmed | Security describes role-based user permissions. Staff access to customer matters is not numbered on the security page. | When may Streamline staff read our requests, and is access ticket-scoped and logged? | [Streamline AI — Security](https://www.streamline.ai/product/security) |
| SSO, SCIM, role permissions | Public claim only | Security: permission by role and team; legal-only notes. SSO with Google/Okta/OneLogin. Pricing: SSO and SCIM on Pro. | Will SSO+MFA+SCIM be mandatory on our tenant? | [Streamline AI — Security](https://www.streamline.ai/product/security); [Streamline AI — pricing](https://www.streamline.ai/pricing) |
| AES-256 and TLS | Public claim only | Security: AES-256 at rest and TLS with 256-bit encryption in transit. No BYOK described. | Confirm TLS version and key custody. | [Streamline AI — Security](https://www.streamline.ai/product/security) |
| SOC 2 Type II claim | Public claim only | Security and footer: SOC 2 Type II. AWS datacentres described as ISO 27001 with SOC 1/2/3. Regular third-party audits claimed. Reports not inspected. DPA URL not published. | Provide the current SOC 2 Type II report under NDA and the DPA. | [Streamline AI — Security](https://www.streamline.ai/product/security); [Streamline AI — Privacy Policy (12 June 2026)](https://www.streamline.ai/legal/privacy-policy) |
| Delaware JAMS terms; DPA referenced | Public claim only | User Terms: Delaware law; JAMS arbitration; as-is warranties; not a law firm. Privacy: platform processing governed by a Data Processing Agreement. Public DPA URL not found. | Attach the DPA with APP 8, 72-hour notice and no-training before go-live. | [Streamline AI — Terms of Use](https://www.streamline.ai/legal/terms-of-use); [Streamline AI — Privacy Policy (12 June 2026)](https://www.streamline.ai/legal/privacy-policy) |
| US processors | Public claim only | Named subprocessors have US addresses. Privacy has an international-transfers heading. No Australian region stated. | List every country of storage and OpenAI inference for APP 8. | [Streamline AI — Subprocessors](https://www.streamline.ai/legal/subprocessors); [Streamline AI — Privacy Policy (12 June 2026)](https://www.streamline.ai/legal/privacy-policy) |
| No public 72-hour SLA | Not confirmed | Security: logs reviewed for suspicious activity. No customer-notification period in the pages reviewed. | Commit in writing to notify us within 72 hours of a confirmed incident. | [Streamline AI — Security](https://www.streamline.ai/product/security); [Streamline AI — Privacy Policy (12 June 2026)](https://www.streamline.ai/legal/privacy-policy) |
| Posted policy updates | Public claim only | Privacy and Terms may be updated. Subprocessor page has no dated change-notice. 30-day arbitration opt-out on term changes. | Will material processor or model changes get 30 days’ written notice? | [Streamline AI — Privacy Policy (12 June 2026)](https://www.streamline.ai/legal/privacy-policy); [Streamline AI — Terms of Use](https://www.streamline.ai/legal/terms-of-use) |
| Customer election | Public claim only | Privacy: after termination, return or delete at customer election. Export format not specified. | What export formats exist, and will backups be in the deletion certificate? | [Streamline AI — Privacy Policy (12 June 2026)](https://www.streamline.ai/legal/privacy-policy) |
| MCP, Slack, Teams | Public claim only | Home lists MCP connector and Slack intake agent. Enterprise adds DMS/CLM connectors. Those paths can send matter text outside the tenant. | List every connector on our order and how we disable outbound send. | [Streamline AI — home](https://www.streamline.ai/); [Streamline AI — pricing](https://www.streamline.ai/pricing) |
| Not described | Not confirmed | AI features described are intake classification and document analysis, not open-web search. | Can agents browse the open web, and can we disable it? | [Streamline AI — home](https://www.streamline.ai/); [Streamline AI — Privacy Policy (12 June 2026)](https://www.streamline.ai/legal/privacy-policy) |
| Agents complete routine work | Not confirmed | Home: agents intake and route requests and complete routine work. Privacy requires human review before legal/significant effects. Default unattended actions are not contractually listed. | Which agent actions can run without a human click? | [Streamline AI — home](https://www.streamline.ai/); [Streamline AI — Privacy Policy (12 June 2026)](https://www.streamline.ai/legal/privacy-policy) |
| Customer must validate outputs | Public claim only | Privacy: outputs from automated processing; customer must review and validate before reliance; not legal advice; no legal/significant decisions without human review. | Is there an in-product accept step before a request is closed or a document sent? | [Streamline AI — Privacy Policy (12 June 2026)](https://www.streamline.ai/legal/privacy-policy) |

## Notes

DPA referenced but not published. OpenAI retention is expressly not zero. AWS region unnamed. SOC 2 Type II claimed, report not inspected. No Australian region found.

## Sources

- [Streamline AI — home](https://www.streamline.ai/) (checked 2026-09-21)
- [Streamline AI — Security](https://www.streamline.ai/product/security) (checked 2026-09-21)
- [Streamline AI — Privacy Policy (12 June 2026)](https://www.streamline.ai/legal/privacy-policy) (checked 2026-09-21)
- [Streamline AI — pricing](https://www.streamline.ai/pricing) (checked 2026-09-21)
- [Streamline AI — Subprocessors](https://www.streamline.ai/legal/subprocessors) (checked 2026-09-21)
- [Streamline AI — Terms of Use](https://www.streamline.ai/legal/terms-of-use) (checked 2026-09-21)

A product profile is research to support questions. It does not approve a product for any firm. Public product information supports questions; it does not approve a product for your firm. Verify the exact plan, settings and signed terms.