Skip to content
English
Contact us
  • There are no suggestions because the search field is empty.

Legal Request: Requester View

This guide will walk you through the requester/external view of a legal service request. Once you have created the necessary legal request flows and forms in your workspace, the external view is what requesters will see.

Requester's View

When a legal service request link is shared with a contact who does not have access to the Traact workspace, they will be directed to the legal service request form to be completed. Upon submission of the request, a confirmation message will be displayed, and an email notification will be sent to the requester for tracking purposes.

 

 

The requester can track their legal service requests by clicking on "Track Requests".

Please note, requestors will not have access to the Traact platform; instead, they will receive email notifications with a link for tracking purposes of the specific legal service request.

 

On the “Track Requests” page, the requester can view all previously submitted requests, along with the submission date and their current status.

By selecting a specific request, they can access the requester’s chat feature, where messages can be exchanged between the Traact user and the individual who submitted the request.

Internal View

Once the requested information is submitted, you can find the legal service request under “Intake” > “Inbox”, as shown below.

 

Click on the specific legal service request to view the details submitted by the recipient, where you can then choose to manage it as needed.

  • Requester’s Chat: This section enables direct communication with the requester.

  • Internal Updates: This section facilitates communication between Traact users and automatically records any changes made by the internal team within the app. Please note that the requester does not have access to this chat.

  • Documents: This section stores attachments with regards to the particular legal service request

  • Entity: If the legal service request is related to a specific organization or entity;

  • Assignee & Collaborators: Select assignees and collaborators;

  • Tags: Optionally, add tags to categorize or filter requests. You can either choose an existing tag or create a new one;

  • Description: Provide a brief description of the intake to clarify its purpose.

Need Help?
If you have any questions or need assistance with a request, please contact your Customer Success Manager or reach out to the Traact Support team.