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This article applies to:

  • Product: Legal Tracker,CoCounsel
  • Subject: Add-in,Integration
  • Audiences: Company

Send an intake request to Legal Tracker

You can send matter intake requests directly to Legal Tracker from the Outlook add-in. This is an option for all Legal Tracker users, regardless of system role. This simplifies the intake process as it only requires you to submit a short matter name to initiate the request.
  1. Select
    Send intake request
     from the add-in panel.
  2. Enter a
    Short matter name
     and select the
    Keep requestor updated
     checkbox if you want to keep the initial requestor (the author of the email) informed. If selected, the requestor receives an email regarding the status of the request. Select
    Send request
     to send the request for review.
  3. The matter is not created immediately, as the request is routed to Legal Tracker Matter creators for review. A Matters creator can either create a matter, request more information, or reject the request.