Legal Service Requests

The Legal Service Requests (LSR) feature helps centralize legal service intake, streamline request triage, and track legal service demand across the business.

📌 Key Features:
✔️ Define request types and required fields.
✔️ Restrict access by whitelisting email domains.
✔️ Convert approved requests into legal matters in Brightflag.

🔹 Who Can Use Legal Service Requests?

• Anyone in the business can submit a Legal Service Request to their legal team.
• Admins can configure request settings, including:
  • Allowed email domains (users must verify their email).
  • Required and optional fields.

📌 Tip: Admins can manage the whitelist of email domains to control who can submit requests.

🔹 How to Submit a Legal Service Request

1️⃣ Visit the Request Portal

• The Legal Service Request Form is accessed via a unique URL.
• Example URLs based on server location:

📌 Top Tip: Use the same URL as your Brightflag login server. If unsure, contact your Brightflag Admin.

2️⃣ Complete the Form

• Enter required details and attach supporting files (if needed).
• Submit the request for review and approval by the legal team.

🔹 How to Find the Legal Service Request Form URL

👤 Admins Only:

1. Navigate to: Menu > Admin Settings > Legal Request Settings > Form Access.
2. Click the Copy URL button 📋 to share the link with requestors.

🔹 How to Enable Legal Service Requests in Brightflag

👤 Admins Only:

• Navigate to: Admin Settings > Legal Service Requests.

🔹 Customizing Legal Service Requests

Admins can configure:

📌 Tip: Email verification is required every 30 days unless adjusted in Admin Settings.

🔹 Reviewing Legal Service Requests

👤 Admins Only:

1. Go to: Menu > Legal Requests.
2. View all submitted requests and open one for review.
3. Approve or reject the request:
   • If approved, convert the request into a Matter.
   • If rejected, enter a rejection reason (an email is sent to the requestor).

📌 Important:

• Admins do NOT receive email notifications for new requests.
• Admins must check the Legal Request section regularly.

🔹 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.

🔹 Who Can View Submitted Legal Service Requests?

👤 Admins Only:

• Only admins can view submitted requests.
• Requests can be found under Menu > Legal Requests.

📌 Note: Admins must check this section regularly as they do not receive email notifications for new requests.

🔹 Legal Service Request Notifications

🔔 Request Submitted:

• Users receive an email confirmation with an LSR number.

🚫 Request Rejected:

• The requestor receives an email including the rejection reason entered by the admin.

✅ Request Approved:

• The requestor receives an approval email with comments (if any).

🔹 How to Customize the Legal Service Request Form

👤 Admins Only:

1. Navigate to: Menu > Admin Settings > Legal Request Settings.
2. Adjust the following:

🔹 What Happens When a Legal Service Request is Approved?

• An email notification is sent to the requestor.
• A Matter is created in Brightflag, linked to the request.
• The request is marked as closed in the system.

📌 Admins can track Matters using the Matter Management System in Brightflag.