# Legal Request Workflow Legal Dept. requests originate through web-based forms, providing critical information for the task workflow. Tasks are managed through the dashboard. # Legal Request Workflow ## SOLUTION ## 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. ![Scheme icons created by Magnific - Flaticon.com](https://cdn.sanity.io/images/hxpc8b0a/agents/84dd870f16fa55cab0703245910870f4d4b25d1a-512x512.png?w=1600&fm=webp&q=80&auto=format) - [Book a Demo](https://moonlightsite2.vercel.app/book-a-demo) **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. ### 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. ### 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. ### Features **Smart Legal Intake** 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. untitled **Triage and Work Management** Bring incoming requests into a centralized Legal workspace where authorized team members can focus on their assigned work while broader views support department oversight. untitled **Workflow & Automation** Build Routing, Approvals and Notifications around the requirements of each request type. Keep requesters informed, involve appropriate reviewers, and automate routine steps without forcing every legal request through the same process. untitled **Documents & Completion** Use information captured in the request to support document creation and downstream actions. A workflow can populate templates, support review and approval, and help move the competed work to its appropriate destination. untitled **Keeping Records** Every step of the workflow, including submitter, document parties, approvers, dates, values and more can made part of the archive record for review. Field values can also be used to generate reports for executive analysis. untitled ### Tech Specs **Microsoft Power Platform** From the Request form to the Dashboard, and the workflows inbetween... the entire solution is built on Microsoft Technology. untitled **No Software Subscription** The Legal Request Workflow is a Power Platform Solution that does not have an annual subscription. It is paid for once, and can be kept up-to-date by purchasing a support contract, or by your team of Power Platform professionals. untitled **Your Legal Document Templates** The Legal Request Workflow can be configured to create the very documents that your employees need at the time of the request submission. Your internal "best of breed" Word Templates can be used in any document request, saving the Legal Department time on document prep. untitled **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. - [Book a Demo](https://moonlightsite2.vercel.app/book-a-demo)