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Intake
Simplifies intake, triage, and collaboration, allowing stakeholders to submit task requests from email, CRM, or inside Lexion with custom dynamic forms and automated workflows.
What is Intake?
Simplifies intake, triage, and collaboration, allowing stakeholders to submit task requests from email, CRM, or inside Lexion with custom dynamic forms and automated workflows.
Product typeContract Review & CLM
Pricing ·
Deployment
APINot available
What teams use Intake for
Contract lifecycle management
Accelerating deals
Contract review and approval
Contract repository and reporting
Vendor compliance management
Integrations and access
Platforms, integrations, and language support vary by plan and region. Confirm final requirements with the vendor.
Platforms
IntegrationsAPI and webhooks
Languages
Support
What reviewers say
Community reviewsReviews are owned and editable by their authors.
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Enterprise readiness
Compliance claims are normalized from current vendor documentation and independently reviewed by SOTA2.
SOC 2 Type II
ISO/IEC 27001
SOC 1
SOC 2
SOC 3
AES-256 encryption at rest
TLS 256-bit for connections
Regular third-party audits
Vulnerability testing
Data retention:
Benchmarks and comparisons
Independent benchmarksStructured task results are being verified.
Side-by-side comparisonsComparison workspaces will be available in a later release.
