Submit a legal request

  • Release version: Washingtondc
  • Updated August 1, 2024
  • 1 minute to read

    • Submit a legal request for yourself or on behalf of another user to seek services from the legal department.

    Before you begin

    Role required: sn_lg_ops.legal_user

    About this task

    You can also submit a legal request through your mobile device or the Virtual Agent chat.

    Procedure

    1. Navigate to All > Legal Request > Legal Service Portal.
      Note:
      If you’re using Employee Center, you can submit a legal request by navigating to the Employee Center portal and selecting a request from the Legal menu.
    2. Search for a legal service request or click Service Catalog to view all available request categories.
    3. Filter and search in the categories for the legal service request.
    4. Click a legal service item for which you want to submit a request.
      If you are not sure which legal service item to choose to submit your request, select General Legal Request.
    5. On the form, fill in the fields.
      Note:
      Each legal service request form has a different set of fields based on the selected legal service item.
    6. Click Submit.

    Result

    • A legal request is created in the New state.

    • The request is assigned to a group or user in the legal department based on the assignment rule set in the associated practice area.
    • The Standard Ticket page displays that has the following tabs to perform different tasks:
      • Activity: Track the activity history of the request and post messages for the fulfiller working on the request.
      • Attachments or Documents: Upload and manage the documents in the legal request.
        Note:
        If the external storage option is enabled, the Documents tab is displayed. Otherwise, the Attachments tab is displayed.
      • Request Details: Review request details.
    • If the administrator has configured notifications, you receive notifications about the progress of the request.