Configuring Legal Request Management

  • Release version: Australia
  • Updated March 12, 2026
  • 3 minutes to read
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    Summary of Configuring Legal Request Management

    This guide outlines the configuration of Legal Request Management, enabling employees to submit requests to the legal department efficiently. It covers essential setup tasks such as defining practice areas, creating catalog categories, and integrating external storage systems for document management.

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    Key Features

    • Practice Areas: Set up specific legal practice areas (e.g., Intellectual Property, Privacy) and assign leads.
    • Catalog Categories: Group legal services for easier access on the Legal Service Portal.
    • Record Producers: Define intake forms for legal requests that employees can access through the portal.
    • Response Templates: Create reusable message templates for consistent communication with requesters, customizable based on conditions.
    • Email Notifications: Configure notifications for specific events, with templates available for various legal applications.
    • Legal Dispositions: Add related lists for legal dispositions in legal request forms to organize outcomes effectively.
    • Assignment Rules: Automate assignment of legal requests through predefined rules or AI-based predictions.
    • Record Management: Manage the number of search suggestions and configure external storage for document attachments.
    • Delegation: Allow legal fulfillers to delegate tasks when unavailable, maintaining workflow continuity.

    Key Outcomes

    By configuring Legal Request Management, organizations can streamline legal service requests, enhance communication through templated responses, and ensure efficient management of legal documents. This setup leads to improved request handling, faster resolutions, and better overall service delivery to employees seeking legal assistance.

    Configure the foundation data to provide legal request services to employees who can use these services to submit requests to the legal department.

    Configuration overview

    1. Practice areas

      Set up the practice areas specific to law practices such as Intellectual Property, Privacy, or Compliance. Associate categories to the practice area and assign a legal department user as the practice area lead.

    2. Catalog categories

      Create catalog categories to group legal services that employees can use to find a specific legal service request on the Legal Service Portal.

    3. Record producers

      Create record producers to define the intake forms for legal request services. These record producers are available in the Legal Operations Catalog on the Legal Service Portal. Employees can use them to submit legal service requests.

    4. External storage system

      Configure an external storage system to store documents attached to legal requests and legal matters . The integration with an external storage system enables organizations to have a centralized documentation management and retention policy.

    5. Response templates

      Configure a response template with a reusable message that legal fulfillers can use to send users quick and consistent messages through work notes, comments, emails, or chat conversations.

      Each response template is associated with a table and can be configured to include field variables from that table. You can use a condition builder to specify the conditions that a legal request or legal matter must meet for the template to be usable through the configured channels. For example, you can define a condition to enable response templates only for legal requests of type digital forensics.

      Also, for chat response templates, you can specify a short name that can be used as a shortcut with the slash command to present the response message to a user quickly.

    6. Email notifications Create or modify email notifications that are sent when specific events occur. Some possible event triggers might be: When a request is assigned to a legal department member to work on, a request is closed or canceled, or a message is posted to get additional information.

      New email notification templates are available for Legal Service Delivery applications from Legal Request Management 4.2.2 version onwards when you also have the Employee Center installed. You can differentiate them from the existing ones by the EC: prefix in their names.

      • These email notifications are active by default for new installations of Legal Request Management 5.0 version and later versions.
      • These email notifications are inactive by default when you upgrade from Legal Request Management version earlier than 5.0. You must manually activate them while deactivating the existing notifications.
        To activate the email notifications based on the applications installed, the admin can run the following scripts:
        • Activate EC email template for legal req: Activates email notifications for Legal Request Management.
        • Activate EC email template for lg matter: Activates email notifications for Legal Matter Management.
        • Activate EC email template lg contracts: Activates email notifications for Legal Simple Contracts.
        • Activate EC email template for Legal COI: Activates email notifications for Legal Conflict of Interest.
        • Activate EC email template for lg stock: Activates email notifications for Legal Stock Preclearance.
        Note:
        Links in the new email notifications navigate to either Employee Center or Legal Counsel Center based on the user's role:
        • For requesters, the link in the email opens the Standard Ticket page in the Employee Center portal.
        • For legal fulfillers, the link in the email opens the record form in the Legal Counsel Center.
    7. Legal dispositions of legal request or legal matter

      Add the Legal Disposition [sn_lg_ops_legal_disposition] table, which stores dispositions from legal requests and legal matters, as a related list to any Legal Request or Legal Matter form. For more information on adding a related list on a form, see Add a related list to a form.