This article covers the following:
- Accessing Legal Requests
- Creating a Legal Request
- Searching for a Legal Request
- Legal Request Emails
- Linking a Matter to a Legal Request
- Removing a Matter from a Legal Request
- Deleting a Legal Request
- Legal Request Notifications
- Requesting More Information on a Legal Request
- Legal Request Analytic Reports
Accessing Legal Requests
Access legal requests using the following methods:
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From the Legal Request homepage panel. This is available if you have he Legal Request Admin, Legal Request Create, or Legal Request Only role.
- Click the Legal Requests tab on the top of your page or in the All Pages drop down.
Creating a Legal Request
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Create a request:
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From the Legal Requests tab, click +Create Legal Request in the top right corner of the tab.
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From the Legal Requests panel, click +Create Legal Request .
The legal request form displays.
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- Fields shown depend on your organization’s configured layout. Fields with a red asterisk are required.
After saving:
The request enters the configured workflow.
It moves to the first assigned task.
When viewing an active request, you can see:
Current workflow stage
Assigned user
Entered request information
Documents, notes, participants, and history (via tabs)
Legal Request Emails
Legal Request email templates can be customized.
Access Email Templates
- Click Email Manager from the QuickLinks panel of the Corporate Profile page. The Email Manager / Administration page displays.
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In the Email Name column, select the name of the email (e.g., Legal Request Submitted).
- Edit as necessary. Click this topic to learn more.
- Click Save and Publish when finished.
Linking a Matter to a Legal Request
There are two ways to associate a legal request to a matter.
Automatic Linking (Workflow-Based)
If the workflow contains a Create Matter system task:
When triggered, CounselLink creates a new matter.
If a matter is already linked, no new matter is created.
Once linked:
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The Legal Request Overview page displays a linked matter indicator.
If you have access, the Matter Name–ID appears as a hyperlink.
Manual Linking
A reviewer can manually link an existing matter while the request is active.
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Select Link Existing Matter from the More Actions dropdown.
- Click the Browse button
next to the Matter ID field (when viewing the legal request in Edit mode).
The Search Matters window displays.
After linking:
A matter link indicator appears on the Legal Request Overview page.
The Matter History tab records the association.
Removing a Matter from a Legal Request
A reviewer may remove a matter link only if:
The matter was manually linked
The request is editable and unresolved
To Remove
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Select Remove Matter Link from the More Actions dropdown.
- Click the X button next to the Matter ID field (when the legal request is in Edit mode).
The Matter History tab records the unlink event.
Deleting a Legal Request
You can delete single or multiple Legal Requests.
- Go to the Legal Requests Search page.
- Select one or more requests using checkboxes.
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Select Delete from the More Actions dropdown. The Delete Legal Request(s) confirmation window displays.
- Click Yes, Delete.
Legal Request Notifications
Email notifications occur throughout the Legal Request lifecycle.
Notifications are sent out for the following events:
- Request submitted. Sent to the requester stating that the request was received.
- Task Assigned. Sent to the person assigned to the task. If a task is assigned to a group, an email is sent after an individual is assigned the task.
- Request closed. Sent to the requester stating that the request was closed.
- Request rejected. Sent to the requester when that the request is rejected.
- Request complete. Sent to the requester when that the request successfully moves through the workflow.
Legal requests remain accessible even after completion, close, or rejection.
Requesting More Information
Reviewers can request additional information from the requester.
- Navigate to the Legal Request Overview.
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Click Request More Info in the lower right corner. The Request more information window displays.
- Select a user name from the dropdown. Click Assign to requester.
- Enter your request in the Note field.
- Click OK.
The request is added to the Notes tab.
Legal Request Analytic Reports
Legal Request Analytics provides reporting on request volume, status, and resolution time.
Analytic reports are available to users with the Legal Request Admin or Create Legal Request roles, as well as users who are part of a workflow group. Administrators can see all requests at their access level (corporation, division, or office).
Accessing the Reports
Access reports from the Legal Requests Search page by clicking the Analytics button.
List of Available Reports
Legal Request by Status
This report shows you the requests you’ve processed divided by the status of those requests.
Legal Request by Time Period
Displays request counts over time.
The same chart with the bars stacked appears below. Notice how the bars for each status are now on top of each other, and the Y-axis has updated to reflect the summation of request counts.
Legal Request by Requester Type by Time Period
Displays request volume by requester type (internal vs law firm) over time.
Average Resolution Time
Displays average time to complete requests.
Average Resolution Time by Resolution
Displays average time to close, complete, or reject requests.
Average Resolution Time by Task
Displays average time to resolve tasks.
Average Resolution Time by User
Displays average time per user to resolve assigned tasks.