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How to Approve a Legal Service Request

👤 Admins Only: 1️⃣ Go to: Menu > Legal Requests.2️⃣ Select a Legal Service Request from the list. 📌 The default view shows Pending Req...

👤 Admins Only:

1️⃣ Go to: Menu > Legal Requests.
2️⃣ Select a Legal Service Request from the list.

  • 📌 The default view shows Pending Requests. Use filters to adjust.
    3️⃣ Click “Create Matter” (top-right of the screen).
    4️⃣ Enter required details to create a legal matter.

  • 📌 The entry panel is scrollable—use your mouse to view all fields.
    5️⃣ Click “Create Matter” to finalize.
    6️⃣ Optional: Add a comment for the requester (included in their approval email).

Once approved:

  • The Legal Service Request is closed.

  • The requestor receives an email with the Matter details.

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