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Legal Service Requests

✅ Quick AnswerLegal Service Requests (LSR) allows business users to submit legal work requests through a structured intake form.Approved r...

✅ Quick Answer

Legal Service Requests (LSR) allows business users to submit legal work requests through a structured intake form.
Approved requests can be converted directly into a Matter in Brightflag.

🧭 What Does LSR Do?

  • Centralizes legal intake

  • Standardizes request data

  • Restricts submission by email domain

  • Tracks incoming legal demand

  • Converts approved requests into Matters


👥 Who Can Do What?

Business Users

✔ Submit requests
✔ Attach documents
✔ Receive approval/rejection email

Admins

✔ Enable/disable LSR
✔ Configure form fields
✔ Whitelist email domains
✔ Review requests
✔ Approve or reject
✔ Convert to Matter

📌 Only Admins can view submitted requests.


🔗 How to Submit a Legal Service Request

Step 1: Open the Request Form

Use your Brightflag server:

Region

URL Format

US

app.brightflag.com/.../CLIENTNAME

EU

enterprise.brightflag.com/.../CLIENTNAME

AU

aus.brightflag.com/.../CLIENTNAME

📌 Use the same server as your Brightflag login.


Step 2: Complete Required Fields

  • Fill in all mandatory fields

  • Upload supporting documents (if needed)

  • Click Submit

Request is sent to Admins for review.


🔍 Where Admins Review Requests

Menu → Legal Requests

Default view: Pending

Admins must check this section manually.
⚠ No automatic email notifications are sent to Admins.


✅ How to Approve a Request (Admins)

  1. Go to Menu → Legal Requests

  2. Open a Pending request

  3. Click Create Matter

  4. Complete required Matter fields

  5. Click Create Matter again

Optional: Add comment (included in approval email).

Result:

  • Matter is created

  • Request is closed

  • Requestor receives confirmation email


🚫 How to Reject a Request (Admins)

  1. Open the request

  2. Click Reject

  3. Enter rejection reason

Requestor receives rejection email with reason.


⚙️ How to Enable Legal Service Requests

Admin Settings → Legal Service Requests

Toggle feature ON.


🛠 How to Customize the Form (Admins)

Menu → Admin Settings → Legal Request Settings

You can configure:

  • Request Types (e.g., Contract Review, Litigation)

  • Required / Optional Fields

  • Text, Date, Numeric fields

  • Drop-down fields

  • Conditional drop-downs

  • File uploads

  • Email whitelist (allowed domains)

  • Registration expiry (default: 30 days)

  • Company logo


🔐 Email Whitelist Control

Admins can restrict submissions to specific domains.

Example:

  • ✔ @company.com allowed

  • ✖ @gmail.com blocked

Users must verify their email.


🔎 Where to Find the Form URL (Admins)

Menu → Admin Settings → Legal Request Settings → Form Access

Click Copy URL to share.


📌 What Happens After Approval?

  • Request status = Closed

  • Matter is created

  • Matter linked to request

  • Requestor receives Matter details


🚨 Common Questions

Why can’t I submit a request?

  • Your email domain is not whitelisted

  • Email verification expired

  • You are using the wrong Brightflag server URL

Why didn’t I get notified of a new request?

Admins do not receive automatic notifications.
You must check Menu → Legal Requests.

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