Intake, Triage, & Matter Management
Permissions-aware intake and task management in every channel.

The full lifecycle, handled. Nothing falls through the cracks. Nothing requires a nudge.
Intake without the back-and-forth
Sandstone allows you to reply back to conversations, comments, and tickets across nearly any system directly from Sandstone.
“Do I need legal review for a $12K SaaS contract?”
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.

Multi-dimensional triage
Triage every incoming request across type, urgency, value, team expertise, capacity, and risk signals without manual intervention.
Issue Timeline
Request received via Slack
Assigned to John Smith
John Smith added a comment
Finance approved: $12K SaaS
Terms edited — §4.2 updated
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.

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Teams

Slack

Coupa

Ironclad
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Jira

Zip

Asana

ClickUp

Trello

Gmail

HubSpot

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Teams

Slack

Coupa

Ironclad
SharePoint

Jira

Zip

Asana

ClickUp

Trello

Gmail

HubSpot

ServiceNow

Google Docs
Microsoft Word

Dropbox

Coupa

OneDrive
SharePoint

Google Drive

Zendesk

Zip

HubSpot

Workday

ServiceNow

Slack

Google Docs
Microsoft Word

Dropbox

Coupa

OneDrive
SharePoint

Google Drive

Zendesk

Zip

HubSpot

Workday

ServiceNow

Slack
Intake Where
You Work
"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













