This article explains the features of the new LegalOn. For information on the current version’s product features, please refer to this page.
What is a Matter intake workspace?
The Matter intake workspace determines where new matters will be automatically saved when a requester sends an intake email to your Matter intake email address.
How to set the Matter intake workspace
Go to [Admin settings] → [Matter Management] → [Intake space].
Click [Edit].
In the [Spaces] dropdown, select the space where new matters should be created automatically.
Click [Save].
When successfully saved, you will see a “Your changes have been saved.” message.
⚠️ Notes
After your Matter Management contract starts, a Workspace named “Intake space” will be auto-created and set as the default Workspace for matter intake.
By default, this Workspace is not shared.
Make sure you adjust the sharing settings so that appropriate users can access matters created in this location.
If you delete the designated Workspace, the Matter intake space will become unset.
In this case, intake emails will not create new matters, and the sender will receive an email notification indicating that matter creation failed.You can only select a first-level Workspace to be designated as the intake space. Only Workspaces for which you have access rights will appear in the dropdown.