Managing record producers for legal services
A record producer helps you set up a legal intake form containing fields that a requester has to fill in and initiate a legal request.
A record producer for a legal service is associated to a practice area and appears under a service catalog category defined in the practice area. The practice area also has the service level agreement and assignment rules configured. Based on the assignment rules, the request is assigned to an appropriate legal group or legal user to resolve.
- Create or modify a record producer for legal services through Classic environment
Create or modify a record producer to define an intake form for a legal request. Employees can use these intake forms on the Legal Service Portal to submit legal requests. - Create or modify a record producer for legal services through Catalog Builder
Create or modify a record producer using a catalog template to define an intake form for a legal service. Employees can use these intake forms on the Legal Service Portal to submit a legal request or legal matter.
Parent Topic:Configuring Legal Request Management