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Add an email address for accepting project requests from any domain

This document describes the procedure for adding an email address for receiving project submissions using a domain of your choice.

Written by LegalOnサポートチーム

This document has been generated with machine translation.


This article contains information that can be shared with members of the IT department who do not have a LegalOn account. Please use it when requesting setup internally.

Introduction

In addition to the default case submission email address, you can add email addresses using any domain of your choice.

Using email addresses that are familiar to your internal staff enhances the credibility of both the sender and recipient, and allows for management in line with your company’s system and email policies.

*Using this feature requires additional configuration—such as DNS settings—that differs from Normal usage. Please be aware of this before using the feature.

*If the same domain is used across group companies (parent company, subsidiaries, affiliates, etc.), proposals may be routed to a different Tenant. When using a common domain across group companies, be sure to set up your company’s own subdomain and coordinate in advance to prevent conflicts. If you have any questions, please contact us for more information.

Setup Process

This configuration is performed through collaboration between the LegalOn module administrator (hereinafter referred to as the “module administrator”) and your company’s System department (hereinafter referred to as the “System department”).

Since tasks such as DNS configuration are divided among different departments, we recommend confirming the workflow with your System department from the outset before proceeding.

Important Note

  • If the same domain is used across group companies (such as parent companies, subsidiaries, and affiliates), cases may be accepted by different Tenants. When using a shared domain among group companies, be sure to configure your company’s unique subdomain and coordinate in advance to prevent duplication. If you have any questions, please contact us for more information.

  • To use a custom Email address, you must configure DNS settings for a dedicated domain specifically for project submissions.

  • Please ask a designated person within your internal company (such as your IT department) to handle the DNS configuration.

  • After provisionally registering your email address, you must complete DNS verification.

Terms of Use

Licenses/Options

  • Matter Management Pro

Admin role

  • Module Administrator

Customize and Add an Email Address for Receiving Project Inquiries

1. [System Administration Department] Set up a dedicated email domain for project submission emails

Please prepare a domain specifically for receiving cases that supports DNS configuration.

If you wish to use a domain that aligns with your company’s existing domain, please set up a subdomain.

Example:

If your company’s domain is “legalon.com”no-reply@[subdomain].legalon.com

Important Note

  • If the same domain is used across group companies (parent companies, subsidiaries, affiliates, etc.), cases may be accepted by different Tenants. When using a common domain across group companies, be sure to set up your company’s unique subdomain and coordinate in advance to prevent duplication. If you have any questions, please contact us for more information.

  • This setting links your domain to the LegalOn mail server.
    Setting up a domain used for normal business operations may interfere with email transmission; therefore, please prepare a domain dedicated exclusively to case intake.

Note

The following email address formats are accepted:

  • Local Part

    • Number of characters: 1–64

    • Permitted characters: Alphanumeric characters and -, _, +, .

  • Domain

    • Character count: 4-100 characters

    • Number of labels: Must be 2 or more (e.g., example.com)

    • Label Format

      • Allowed characters: Alphanumeric

      • Character count: 1–63 characters

2. [Module Administrator] Temporarily Register an Email Address

② Click [Set Up Company Domain]

③ In the [Step 2: Temporarily Register Email Address] section, enter the email address you determined in “1. [System Administration Department] Prepare a dedicated Email domain for case reception emails,” then click [Temporarily Register]

④ In [Step 3: Configure DNS Settings], click [Copy], then share the copied DNS records with the System Administration Department

Clicking [Close] after copying the DNS records will not reset the settings. You can revisit this screen later.

Important Note

After provisional registration, be sure to complete “ 3. [System Administration Department] Configure DNS Settings.”

If you proceed to final registration without completing this step, there will be a failure in the registration process and an error will occur.

3. [System Administration Department] Configure DNS Settings

① Register the DNS records shared by the Module administrator on your DNS server

You must configure the CNAME resource record for email authentication and the MX resource record for receiving email.

② After registering, share with the Module Administrator that the process is complete

4. [Module Administrator] Register the Email address

① After being notified that the DNS configuration is complete, open the [Project Submission Email Address] settings screen again

② Click the [Reactivate] icon to the right of the target Email address

③ In [Step 4: Register the Email Address], click [Register]

On the [Project Submission Email Address] settings screen, confirm that the Status has changed to [Enabled]

Once you have registered, you will be able to send and receive emails using the Email address you added.

Important Note

It may take several minutes to several hours to complete the full registration. You cannot use the email address until its Status changes to [Available].

Additional Information

If you add a case reception email address from a custom domain, cases created via that email address will be stored in the default storage location (the “Case Reception Space,” which is automatically created upon signing a contract for the Matter Management Module).

To change the storage location, see “ Editing Case Intake Email Addresses.”

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