Consistent Requests
Dynamic Intake can adapt questions to the type of legal help being requested, making submissions clearer and more complete before they reach Legal. The workflow framework supports branching questions, and attachments.
SOLUTION
Legal Request Workflow
Legal Requests. Organized from the Start.
Moonlight 365 Legal Request Workflow gives employees one clear place to request legal assistance, while giving Legal a structured way to review, prioritize, assign, track and even create the legal documents from start to completion.
A Better Way to Manage Legal Requests
Bring Order to Legal Department Intake
Replace scattered emails and inconsistent requests with a structured process that gives Legal the information, visibility and control needed to move work forward.
Automation to Scale
Requests can be reviewed, prioritized and assigned so the Legal Team has a clear view of what your internal Teams require. Request forms can include legal document creation and approval capture.
Complete Visibility
The dashboard centralizes tracking and provides visibility into requests, priorities, status, workload and reporting for management without requiring executives to see individual tasks.
How it Comes Together
Built Around Your Legal Process
Configure each step around how your Legal Team actually works, from intake and assignment through approvals, document creation, notifications and completion.
Give employees one place to submit legal requests through an intuitive form that adapts to the type of assistance needed. Request categories, questions, required information, attachments, urgency and other fields can be configured around your organizations legal processes.
How Legal Requests Workflow Works
Questions Answered, Documents Created, Approvals Granted
The Legal Team’s internal workload is split between answering questions, reviewing outside documents or creating documents for business processes. Simplify some of those tasks.
Submit
Submit Your Request
Employees from Sales, HR, Compliance, and more can request the type of legal assistance they need from a single web-based location. The kind and type of assistance they require can be provided through a dynamic intake form. The form gives the Employee an easy to complete set of questions that change based on the type of legal request they have.
Assess & Process
Review the Request and Begin the Process
The data necessary to understand what the Legal Department is being asked to do can be automated based on the form data, or be sent to the right person in the department where the review of the request can be completed prior to any next steps if required.
Provide the Service
Automated or Manual? The Request is Completed
Once the task request is authorized (if required) - the task can be scheduled, the document created forwarded for approval, the email sent. Your Legal Workflows followed to your specifications, completed correctly and with speed.
Legal Dept Dashboard
Every Inbound Task for Legal is Managed
The Legal Department dashboard provides authorized personnel with appropriate level of access to see every inbound request, including status, assignments, and much more.
Review and Audit
Every Completed Task is Accessible Later
Who approved that request? Did Legal not review the contract? Were the proper steps followed? How many tasks were asked and resolved for internal employees this week, this month this year? All the work that Legal is managing is now reviewable and a matter of record.
Get Started
A Better Way to Work
Setup a demonstration with Moonlight 365 to learn how the Legal Request Workflow can work for your business.