Matters - Allow Business Users to Submit Legal Requests

Employees who have no DiliTrust account can send a legal request by simple email: a legal question, a contract review or a validation request. The request arrives in Matter Management, where the legal team can track and handle it. This article explains how to send a request and how to handle it.

✅ Who does what

• Business users (any employee): send the request by email. They do not need a DiliTrust account and cannot open Matter Management.
• Legal contributors (in-house lawyers): receive and handle the requests in Matter Management.
• Your DiliTrust administrator: sets up the dedicated legal inbox. The feature only works once this inbox is set up.

✍ Send a request (business users)

1. Write an email to the legal inbox address given by your legal team.
2. Write a clear subject that describes your request, for example: Contract review - Supplier agreement.
3. Attach any useful documents to the email.
4. Send the email. You receive a confirmation.
5. To add information later, reply to the email.

⭐ Handle a request (legal contributors)

1. Open Matter Management and go to your inbox or your list of requests.
2. Find the new request. Requests sent by email appear like any other request.
3. Read the details and open the attachments.
4. To ask the requester a question, reply from the request thread. You do not need to leave Matter Management.
5. Save the useful attachments to the request, or to the contract library in CLM (the DiliTrust contract management module). When you save to CLM, you choose the destination yourself.
6. If the request concerns an existing contract, open the request's Documents tab and click Link from Contracts. The contract is added as a shortcut, so it is not copied.

❓ FAQ

The legal inbox does not exist yet. What should I do?

Contact your DiliTrust administrator or your DiliTrust account manager to have it set up.