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Gmail and Chat-first intake

Gmail and Chat-first legal intake, triaged before the inbox overflows.

Meet university teams where they already work: Gmail, Google Chat, or form-first intake for offices that prefer a structured request form. PingLegal stays headless and intake-agnostic while routing each request into a structured matter queue.

See capture automation Explore examples

Gmail

Search mail

External lab data-sharing agreement

Research Administration <research-admin@university.edu> · Jul 26, 8:14 AM

Entire email selected for legal intake

The biology department needs Legal to review a proposed data-use agreement with an outside lab. The dataset may include student health information, the grant deadline is next Friday, and one collaborator is overseas. Please advise on privacy and export-control issues.

PingLegal capture

Chrome extension

Click

Sender

Research Administration

Date

Jul 26, 8:14 AM

Subject

External lab data-sharing agreement

Attachments

DUA draft.pdf

Metadata included in new task draft

Built for the messy reality of campus legal work.

University legal offices field a wide range of issues. PingLegal turns each message into the right matter type, risk profile, owner, and deadline.

Research compliance

Human-subjects research, data-use agreements, export controls, grant conditions, and lab collaborations.

Student affairs

Title IX, conduct, disability accommodations, FERPA, scholarship appeals, and student aid questions.

Campus operations

Athletics and NIL, procurement, employment, facilities, public records, contracts, and policy review.

Campus workflow

From full Gmail messages, selected Chat messages, or forms to structured legal matters.

For email, PingLegal can capture the full message so sender, date, subject, recipients, attachments, and thread context travel with the task. For Chat, users can send the specific message or thread that needs legal review. For form-first teams, the same matter engine can sit behind a structured intake form.

User chooses capture

A campus employee captures a full Gmail message or selects a specific Chat message.

Extension launches

A lightweight panel sends the message, metadata, and source context into PingLegal.

AI prepares intake

The assistant summarizes, classifies, flags sensitivity, and asks follow-ups if facts are missing.

Matter draft

Legal receives a structured draft with routing, priority, and audit context.

Automation guardrails

No silent inbox monitoringSelected text onlySource captured for audit trailSensitive matters routed by roleFull Google bots can come later with IT approval

AI triage outputconfidence 94%

Student conduct report with Title IX implications

Potential protected-status concern, urgent timeline, limited-access handling recommended.

Matter type: Title IXPriority: P0Deadline: ImmediateOwner: Student Affairs

Deadline captured: preserve same-day escalation and response clock.

Matter created: routed with transcript, facts needed, and sensitivity labels.

Contextual triage

The AI does the intake sorting, not the legal judgment.

It extracts the facts Legal needs first: who is asking, what office is involved, which laws or policies may apply, whether a deadline exists, and which team should review it.

Gmail automation mockup

Capture the entire email when metadata matters.

The user can send the full Gmail message to PingLegal, including sender, date, subject, recipients, attachments, and thread context — not just highlighted text.

Identify matter typeExtract deadlinesFlag sensitive lawsRoute to counselCreate audit trail

Gmail

Search mail

External lab data-sharing agreement

Research Administration <research-admin@university.edu> · Jul 26, 8:14 AM

Entire email selected for legal intake

PingLegal capture

Chrome extension

Click

Sender

Research Administration

Date

Jul 26, 8:14 AM

Subject

External lab data-sharing agreement

Attachments

DUA draft.pdf

Metadata included in new task draft

Google Chat

Search in Chat

Research Office

Space · 14 members

Alex Kim8:12 AM

Can Legal review whether this student-record dataset can be shared with an external research partner?

Maya Patel8:13 AM

Please also check whether the overseas collaborator creates export-control review needs.

Alex Kim8:14 AM Message selected

The grant deadline is next Friday, so we may need expedited review.

Reply in Research Office...

Send message to PingLegal

Selected Chat message

Click

SourceGoogle Chat

SpaceResearch Office

Suggested routeResearch Counsel

Follow-up questions open in PingLegal

Google Chat automation mockup

Send a specific Chat message into legal triage.

Google Chat works differently from Gmail, so the mockup shows message-level capture from a space. The user intentionally sends the relevant message to PingLegal, where follow-up questions and matter creation happen.

A legal dashboard for every campus queue.

See urgent Title IX matters, research deadlines, athletics reviews, student aid appeals, and policy requests with named owners, timeline health, stalled work indicators, and legal-team workload signals.

University Legal Queue

Matter operations dashboard

2 stalled

Open matters

Awaiting facts

91%

Routed same day

Stalled timelines

MatterOwner / workstreamTimelineHealth

UNI-0184P1

Research data-use agreement

Research Compliance · FERPA/HIPAA

Attorney: Nina RaoStaff: Evan Brooks

Due Fri

on track

UNI-0185P0

Title IX interim measure question

Student Affairs · Title IX

Attorney: Marcus LeeStaff: Priya Shah

Due Today

stalled

UNI-0186P2

Athletics NIL sponsorship review

Athletics · NCAA/NIL

Attorney: Elena TorresStaff: Sam Chen

Due Tue

on track

UNI-0187P2

Scholarship appeal and aid terms

Financial Aid · Student Aid

Attorney: Jordan MillsStaff: Avery Kim

Due Thu

stalled

Everything a university legal office needs in one intake layer

Chat-first intake

Google Chat and email give campus teams a familiar way to reach Legal without learning a new portal.

Higher-ed taxonomy

Built around research, athletics, student affairs, financial aid, employment, procurement, and policy work.

Sensitive issue flags

Title IX, FERPA, HIPAA, export controls, minors, privileged matters, and public records risk are surfaced early.

Structured matter records

Every request becomes a searchable matter with summary, owner, deadline, priority, and follow-up questions.

Operational visibility

Legal leaders can see bottlenecks by office, issue type, urgency, and average response time.

Need-to-know access

Confidential matters can be labeled and routed separately from routine campus questions.

Campus-sensitive by design

Your campus legal data is sensitive.

PingLegal is built on SOC 2 Type II / ISO 27001 infrastructure with AES-256 encryption at rest and TLS 1.3 in transit. Sensitive student records, research data, employment issues, privileged analysis, and public-records matters are labeled early and routed on a need-to-know basis.

Read our Data Security & Privacy details →

Need-to-know access for Title IX, conduct, employment, and privileged matters

Structured matter records instead of sensitive facts scattered across inboxes

Built on SOC 2 Type II / ISO 27001 infrastructure with encryption in transit and at rest

Sensitivity flags for FERPA, HIPAA, export controls, minors, and public records