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[New] How to manage Email notifications for requesters when matters are created (or fail) via email

Updated over 2 weeks ago

This article explains the features of the new LegalOn. For information on the current version’s product features, please refer to this page.

When a requester sends an email to the Matter intake email address, you can configure whether they receive an automatic email notification when:

  • The matter is successfully created.

  • The matter creation fails.

  • An assignee is assigned or changed.

Tip: For instructions on how individual Matter Management users can manage their own personal notifications, see: How to set up Email notifications for yourself (Matter Management)

How to set up Email notifications for requesters

  1. Go to [Admin settings] → [Matter Management] → [Requester email notifications].

  2. Select the notifications you want to send to requesters and click [Save].

    • For Matter request via form:
      The requester will always receive a notification when the form is submitted. This cannot be turned off.

    • For Matter request via email:

      • Notify the requester when the matter is successfully created.

      • Notify the requester when the matter creation fails.

    • For Form or emails:

      • Notify the requester when an assignee is assigned or changed.

⚠️ Notes

  • These settings apply to all requesters in your organization. You cannot customize this on an individual basis.

Notification details

When the matter is successfully created:


When a Matter Owner is assigned or changed:


When the matter creation fails:


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