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 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.