AI-native

Work Management

Act on critical requests with shared clarity and visibility, bolstered by built-in AI support.

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Emily Smith
Compliance, Regulatory & Data Privacy
List ViewBoard View
Create Request
IDRequest HeaderRequestorPriorityAssigneeStatus
COH-22AI Feature Rollout Legal Inquiry
Gina
Medium
Emily
Not Started
SlackCOH-17Review EU Marketing Collateral
Melissa
Low
Emily
Not Started
GmailCOH-1Client Data Deletion Inquiry
Tim
High
William
In Progress
SlackCOH-21Vendor Data Retention Policy
Hari
High
Esther
In Progress
COH-11Review Security Claim
Hari
Medium
Leslie
Completed
COH-16Legal Review for Net 30 Payment Terms
James
Medium
Leslie
Not Started
Not Started - 3
COH-22
Mar 12, 2026

AI Feature Rollout Legal Inquiry

Requestor
Gina
Due DateApr 15, 2026
Assignee
Emily
PriorityMedium
COH-17
SlackMar 18, 2026

Review EU Marketing Collateral

Requestor
Melissa
Due DateApr 21, 2026
Assignee
Emily
PriorityLow
In Progress - 2
COH-1
GmailMar 5, 2026

Client Data Deletion Inquiry

Requestor
Tim
Due DateMar 31, 2026
Assignee
William
PriorityHigh
COH-21
SlackMar 22, 2026

Vendor Data Retention Policy

Requestor
Hari
Due DateApr 29, 2026
Assignee
Esther
PriorityHigh
Completed - 2
COH-11
Mar 1, 2026

Review Security Claim

Requestor
Hari
Due DateMar 22, 2026
Assignee
Leslie
PriorityMedium
Overview

A unified workspace that amplifies legal team impact

Coheso Work Management brings all legal tasks, requests, and matters into a single, organized workspace. Teams gain clear visibility into workload, priorities, and deadlines, enabling faster response times and better resource allocation.

Built-in collaboration tools keep stakeholders aligned throughout the process, while AI assistance accelerates routine tasks like drafting, research, and document review. The result is a legal team that can handle more work with greater consistency.

With customizable workflows, automatic status tracking, and seamless integration with your existing tools, Work Management adapts to how your team works, not the other way around.

Unified workspace: brings all legal work into one organized view
Approval workflows: add review and approval stages within requests
Agentic workflows: custom AI agents process requests and generate responses
Contract templates: automated agreement generation from intake submissions
Request Handling(Configure submission routing and assignment)
Kristin Watson
Contract & Commercial
Rule-based Assignment 3 rules
IfDeal Size ⌄Is ⌄< $50,000 ⌄then assign toCameron Williamson ⌄🗑
IfDeal Size ⌄Is ⌄> $1M ⌄then assign toLeslie Alexander ⌄🗑
Automated routing

Smart assignment and prioritization

Every request is automatically routed to the right person based on configurable rules, form logic, and context.

  • Requests are assigned and prioritized based on form logic, context, and urgency
  • AI reviews the request, generates a title, and organizes it into customizable boards
  • Govern routing with configurable rules and required fields
Task management

Fully scoped requests

From contract reviews to compliance questions, every request becomes a trackable task with clear ownership, deadlines, and status updates.

  • Capture structured business and legal context up front
  • Embed supporting documents and required fields
  • Conditional fields ensure only relevant data is added
  • Submit requests directly through Slack or other integrations
Request Title

Review Marketing Collateral for EU Compliance

Requestor
Melissa Davis

Melissa Davis

Vice President, Sales, New York

Status
In Progress
Requested Due Date
August 26th, 2025
Assignee
Emily Smith
Emily Smith
Priority
→ Medium
Submission Details
FieldValue
Intake Form NameMarketing collateral review
Requested Due Date2025-08-21
What is being marketed?New service line
What channels are being used?Social Media
What is the call to action?Join email list
Is the target audience located in the European Union?Yes
Is this a sweepstakes?No
Collaboration

Work together seamlessly

Keep all stakeholders in the loop with shared workspaces, comments, and real-time updates. No more scattered email threads or lost context.

  • @mention business users in comments to keep them in the loop
  • Two-way sync with integrations allows everyone to stay in their preferred channel
  • Real-time notifications across all pages
  • Shared document attachments
Legal team only
Emily Smith
Emily SmithSenior Commercial Legal Counsel
Jun 26, 2025 at 10:25 PM

@Leslie Alexander Could you please confirm this is GDPR compliant?

Leslie Alexander
Leslie AlexanderCounsel, Compliance
Jun 26, 2025 at 10:27 PM

@Emily Smith Yes, this looks good. Thanks!

Visible to business viaSlack
Emily Smith
Emily SmithSenior Commercial Legal Counsel
Jun 26, 2025 at 10:29 PM

We have reviewed and the marketing collateral looks good. Please follow up if it changes.

Melissa Davis
Slack
Melissa DavisVice President, Sales
Jun 26, 2025 at 10:30 PM

Thanks so much!

Agentic workflows

AI agents that activate when work arrives

Configure custom AI agents to process incoming requests and generate structured internal responses. Agents trigger automatically when requests arrive through specific intake workflows.

  • Agents attach to specific intake workflows
  • Generate first-pass reviews as internal comments
  • Route answers to legal for review or directly to business
  • Cite evidence documents from your knowledge base
Intake Workflows
Agents1 selected
NDA ReviewInternal

Review NDA

GDPR AgentInternal

Check incoming content for GDPR concerns

MSA ReviewInternal

Compare to Playbook

Intake Form
Field NameType
Requested Due Date
Date

Ready to amplify your legal team's impact?

See how Coheso Work Management can help your team stay organized and deliver results faster.