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 as attachments to a message

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” in a message will not automatically apply your case request to LegalOn. Be sure to select the Case Submission Form to submit your request.
Messages sent using Teams’ standard features will not be applied to LegalOn. Please enter your message from [Reply in Thread] and post it.
You cannot edit or delete messages 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 all related communications within a thread in that channel.

1. Create a channel

① Open Teams and select [Teams]

② Click [...], then [Add Channel] for the team you belong to

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

Field	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 created channel.

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

Important Note

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 Submission Forms] from the suggestions

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

④ Click [Post] as is

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

⑤ Select a case intake form and click [Open].

⑥ Enter the details of your request in the case intake form that opens in a separate browser (or 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 cases 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 those created or requested from the product interface or email).
Cases received from Teams are saved in the destination specified for each case intake form.

[Common for Requesters 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 [View List of Case Intake Forms], which displays 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 your message, click [+] → [Attach File] from the [Reply in Thread] section.

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

1. Open the case details screen for the relevant case, 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 Project or Send a Message from Microsoft Teams