Legal Requests Success Kit

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Implementing Legal Requests into your matter intake process standardizes the way you accept legal work requests and streamlines matter creation. Legal Requests allows legal and business users to request legal service through configurable forms, and gives admins the ability to choose which requests a matter should be opened for. Read on to learn how to start using Legal Requests, or reference additional resources on the right.

How to Activate and Implement

  1. First, you’ll need to reach out to our Customer Success team to get Legal Requests turned on, or reach out to success@simplelegal.com with any questions.
  2. After activation, you will need to set up users with their own SimpleLegal login. If you have many Legal Requests users to create, there is also the option to leverage Single Sign-On (SSO) functionality.
    • Assigning a user the Legal Requests role only allows access to SimpleLegal to view and submit Legal Requests forms, nothing else.
  3. Legal Request forms need to be created. You can learn how to set up forms, manage requests, and more here.
    • Still need help? Reach out to our Customer Success team to walk you through recommendations and set up some basic forms.

Before you get started, check out some of our recommended best practices to use Legal Requests below!

Best Practices

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Hold a training session with your team or organization

  • Make sure to cover what your requirements are to get a matter created. For example, specific date requirements, additional information to provide, or necessary attachments to include.
  • For new hires, be sure to include training on Legal Requests as well.
matter intake

Enforce the usage of Legal Requests by only allowing matter intake through Legal Requests. Make it clear that no other methods will be accepted.

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Encourage other team members to utilize Legal Requests by recognizing individuals who are doing a good job with submitting forms.

forms up to date

Keep all forms up-to-date with necessary questions. Also be open to taking suggestions and feedback from users on how the forms and process can be improved!

Helpful links and resources

Must log into SimpleLegal app to access