Modules
Legal
Legal intake, matters, deadlines, corporate documents, and counsel spend tracking.
Requires modules: None
The catalog lists this module as generally available (GA). You still need to validate your company setup and any country-specific rules.
Before you begin
- Name who may request legal help versus who works matters and deadlines.
- List intake types you will rehearse (for example a contract review request) on sample data.
- Agree where corporate documents belong in Legal versus the Documents module.
Setup steps
- Open Legal. Counsel starts from the overview; requesters use My requests.
- Create a sample intake request and convert it to a matter if that is your process.
- Record one deadline and one corporate document on synthetic data.
- Review matter types and custom fields only if your administrator enabled Legal settings.
Day-to-day use
- Triage new requests and keep matter status current.
- Watch upcoming deadlines from Legal, not from a private spreadsheet.
- Track counsel spend notes in the matter—this guide does not define billing or legal advice.
Limitations and important notes
- The catalog marks this module as generally available (GA). Your go-live still depends on configuration, country settings, and your own validation.
- This guide does not state tax, payroll, or legal outcomes—your administrators and official sources define those.
- Screenshots come from a non-production example environment with synthetic data.
- On-screen permissions may differ from your company's final role design.
Example screens
