1. Checkbox
  2. Knowledge Base
  3. Matter Management
  4. Managing Matters

Requester View and Portal

The new Requester View and Request Portal empower your business users to track and manage their legal requests without needing to follow up with Legal. This reduces the back-and-forth for the Legal team and keeps requesters informed through a centralized, self-service experience.

 

Accessing the Requester View and Portal

Requesters can access these views through a link provided when they submit a matter. How they receive this link depends on the submission channel:

  1. Email & Slack: When a matter is submitted, requesters will see two buttons:
    1. View Request – takes them to the specific request
    2. View Request Portal – takes them to their personal dashboard

The Requester Portal

The portal shows all requests where the user is explicitly set as the requester.

  • Includes a toggle to switch between Open/In Progress and Closed requests.

  • Request statuses are standardized across all matter types (e.g., “Open”, “In Progress”, “Closed”) to simplify understanding, rather than reflecting custom primary statuses.

Requester View

Clicking into a specific request opens the Requester View, which includes:

  • Status Bar showing the stage of the request. Based on the 'Primary Status' chosen in the matter layouts

  • Summary Fields: Assignee, current status, created/updated times (localized)

  • Communications Log: Emails, Slack messages, AI agent interactions, or workflow updates where the requester was directly involved

  • Files: Only those where the requester was explicitly included

Redirect Behavior and Agent Support

  • Agents can access the Request Portal as if they were the requester (assuming they are set as one).

  • They can also redirect from the RequesterView to the full Agent Matter View, which includes:

    • All communications, files, and fields – not just those involving the requester

Sharing the Portal Link

Admins can share a generic portal link with users. This link is accessible from:

  • Admin Panel → Requester Portal → Copy Link

This is a helpful option for distributing the portal via email, intranet, or Slack channels to encourage adoption.