This document has been generated with machine translation.

This article is intended for the following readers. Please feel free to use it when implementing operations within your internal company.

Clients who do not have a LegalOn account
LegalOn users (legal professionals)

Terms of Use

Message Input Limits

Character limit: Up to 3,000 characters

Files that can be imported from messages

File formats: Please refer to “■ Supported File Formats > ◇ File Formats That Can Be Uploaded from the LegalOn Interface” in “ LegalOn System Requirements.”
File Size: 10 MB or less
Total file size: 20 MB or less
Number of files: Up to 10
File name: Up to 200 characters (including the file extension)

Important Notes Regarding Cases and Message Transmission

Simply mentioning “LegalOn” and sending a message will not automatically apply your case request to LegalOn. Be sure to select the Case Submission Form and submit your request through it.
Messages sent using Teams’ standard features will not be applied to LegalOn. Please enter your message from [Reply in Thread] and post it.
Messages cannot be edited or deleted after they have been sent.
Please ensure that any attached files meet the requirements specified in the “Terms of Use.” If you send a message with a file that does not meet these requirements, the transmission will fail and all your entered content will be lost.

[For Clients] Submitting a Case from Teams

When requesting a case from Teams, you can create a channel within your team to request the case and conduct case-related communications within the channel’s thread.

1. Create a channel

① Open Teams and select [Teams]

② Click [...], then [Add a channel] in the team you belong to

③ On the channel creation screen, configure the following settings and click [Create]

Fields	Description	Register
Channel Name	Enter the channel name.	Required
Description	Enter a description for the channel.	Optional
Select the channel type	Select from the following three types. Standard: Accessible to all team members. Shared: Accessible to users within the organization, outside the organization, and all team members. Private: Access is limited to specific users on the team.	Required
Layout	Be sure to select [Post].	Required

You can request cases in the channel you created.

For instructions on how to request a project, see “ 2. Requesting a Project.”

Important

Be sure to select [Post] for the layout.

2. Requesting a Project

① Open the channel you created in the steps under “1. Create a Channel” and click [Post in Channel]

② Enter the subject and message, then click [Post].

③ Mention “LegalOn Matter Management” and Select [Display List of Case Intake Forms] from the suggestions

"Display List of Case Intake Forms" will be automatically inserted into your message.

④ Click [Post] as is

*When performing step ④ for the first time in a “Shared” or “Private” channel, a message may display asking for permission to add the “LegalOn Matter Management” app.

Please review the message and click [Add].
Note that once one Administrator adds the app, no further action is required from other Administrators.

A list of case intake form options will be posted in the thread.

⑤ Select the case intake form and click [Open]

⑥ Enter the request details in the case intake form opened in a separate browser (or a new tab), then click [Review Submission] → [Submit].

For information on how to fill out the case submission form and any restrictions, please enter “[ For Clients] Submitting a Case from the Case Submission Form.”

Once the case submission form is transmitted, a case will be created on the LegalOn case list screen.

In addition, the request details will be posted to both the [Teams] tab on the case details screen and the Teams channel.

Note

The [Teams] tab displays only on the details screen for cases requested from Teams. The [Teams] tab does not display on the details screen for cases created through other methods (such as creating or requesting a case through the product interface or via email).
Cases received from Teams are saved in the destination specified for each case intake form.

[Common for Clients and LegalOn Users] Sending a Message from a Teams Thread to the Case Details Screen

1. In the [Reply in Thread] field of the thread where you submitted the case intake form, enter a mention for “LegalOn Matter Management”

*Do not click [Show List of Case Intake Forms], which appears when you add a mention.

2. Enter your message and click [Transmission].

The message will be posted to both the [Teams] tab on the cases details screen and the Teams channel (thread).

Note

To attach a file to a message, click [+] → [Attach File] from [Reply in Thread].

[For LegalOn Users] Sending a Message to a Teams Thread from the Cases Details Screen

1. Open the relevant case details screen, click the [Teams] tab, then click [Reply]

2. Enter your message in the [Create Teams Message] field, then click [Send]

The message you send will also be applied to the corresponding thread in the Teams channel.

<RECOMMENDED> Pin or Save messages within a channel

When this feature is enabled to request cases from Teams, you can create multiple threads within a channel and send case requests to LegalOn from each thread.

If there are multiple threads within a channel, we recommend using the following Teams features to prevent sending messages to the wrong thread.

Request a Case or Send a Message from Microsoft Teams