Intake, Triage, & Matter Management

Permissions-aware intake and task management in every channel.

Sandstone intake and triage interface

The full lifecycle, handled. Nothing falls through the cracks. Nothing requires a nudge.

Slack
Teams
Gmail
Jira
ServiceNow
SharePoint
Coupa
Zip
Outlook
Slack
Teams
Gmail
Jira
ServiceNow
SharePoint
Coupa
Zip
Outlook

Intake without the back-and-forth

Sandstone allows you to reply back to conversations, comments, and tickets across nearly any system directly from Sandstone.

LEGAL-482

“Do I need legal review for a $12K SaaS contract?”

Sandstonedraft ready

Yes — contracts above $10K require review. I’ve opened a ticket and notified the assigned attorney.

AI handles or sends a form

Handle auto-replies and clarifications on routine requests automatically. Fully customizable, so your team stays in control.

Assign based on
Workload
Expertise
Round Robin
Seniority
Region
Business Unit

Multi-dimensional triage

Triage every incoming request across type, urgency, value, team expertise, capacity, and risk signals without manual intervention.

Issue Timeline

9:14 am

Request received via Slack

9:17 amSandstone

Assigned to John Smith

10:05 amJohn S.

John Smith added a comment

11:20 amFinance

Finance approved: $12K SaaS

1:44 pmJohn S.

Terms edited — §4.2 updated

2:18 pmLegal

Contract approved

Comprehensive audit trails

Full visibility for your team and a complete record for compliance, without anyone having to think about it.

Sandstone captures every request — no matter where it comes from — in one place.

Sandstone integrates with Gmail, Outlook, Slack, and 50+ tools your team already uses. No new portals. No change management. Intake happens where the business already works.
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New message in #dualbridge-legal

Hi Sandy, Please see the attached documen...

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Mutual NDA with Dual Bridge, Inc. requires...

9 minutes ago

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Intake WhereYou Work

wayfair
"Sandstone is thinking beyond the simple question-and-response of chatbots and building infrastructure to automate operational friction — allowing our team to focus their expertise on transactions of the highest strategic importance."

Enrique Colbert

General Counsel

E-Commerce

wayfair case study
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