Matters - Allow Business Users to Submit Legal Requests

This feature enables any internal collaborator to submit a legal or contract request simply by sending an email to a dedicated legal inbox. No DiliTrust account is required. Legal teams receive structured, trackable requests directly in Matter Management, eliminating manual re-entry and unstructured email chaos.

✅ Who Is This For?

This feature is designed for two types of users:

• Business users and internal collaborators who need to submit legal questions, contract reviews, or validation requests to the legal team, without needing a DiliTrust account.
• Legal contributors (in-house counsel) who receive, process, and follow up on these requests directly within Matter Management.

⭐ When Is It Useful?

This feature is key in the following situations:

• A business user needs to ask a legal question or request a contract review but does not have access to Matter Management.
• The legal team is overwhelmed by unstructured requests arriving via email or informal messages with no tracking.
• A contract-related request involves document attachments that need to be stored in CLM without manual duplication.
• In-house counsel want to reduce time spent manually re-entering requests submitted by others.

✨ Key Benefits

• Zero-friction intake: business users submit requests by email, no training or account needed.
• Structured follow-up: legal teams manage all incoming requests in a single, trackable interface.
• Direct CLM integration: attachments from email requests can be saved directly into the contract library.
• Reduced duplication: no more files scattered across email inboxes, shared drives, and CLM.

✅ Step-by-Step Guide

For Business Users (submitting a request)

1. Send an email to the dedicated legal inbox provided by your legal team.
2. Include a clear subject line describing your request (e.g. Contract review - Supplier agreement).
3. Attach any relevant documents directly to the email.
4. You will receive a confirmation and can follow up via email reply.

For Legal Contributors (processing a request)

1. Open Matter Management and navigate to your inbox or requests list.
2. Find the incoming email-based request, which appears as a new structured request.
3. Review the details, attachments, and any context provided by the requestor.
4. Interact with the requestor directly from the request thread to qualify or gather more information.
5. Save relevant attachments to the request in Matter Management or directly to CLM.
6. If the request is contract-related, link or create a contract in CLM from within the request.

◼ Limitations and Known Constraints

• Business users submitting requests via email do not need a DiliTrust account, but they cannot access Matter Management directly.
• The dedicated legal inbox must be configured by your administrator before this feature is active.
• Automatic file routing to CLM requires the contributor to manually select where attachments are saved.
• Initiating a brand new contract from a request is planned for a future iteration.

❓ FAQ

Do business users need a DiliTrust account to submit a request?

No. Any internal collaborator can submit a request simply by sending an email to the dedicated legal inbox. No account or login is required.

Where do email-based requests appear for the legal team?

They appear directly in Matter Management as structured, trackable requests, exactly like requests created by contributors within the platform.

Can I attach documents to my email request?

Yes. Attachments sent with the email are available to the legal contributor within the request and can be saved to Matter Management or CLM.

Can the legal team reply to the requestor from within Matter Management?

Yes. Contributors can interact with the requestor directly from the request thread without leaving the platform.

Who sets up the dedicated legal inbox?

Your DiliTrust administrator configures the legal inbox. Contact your admin or your DiliTrust account manager to get it activated.