The My Requests area of the Internal Client Portal lets you track the progress of every legal request you have submitted. Each request has a dedicated detail screen that surfaces key information and gives you access to discussions, notes, documents, and any associated contracts.
Navigate to My Requests
Select My Requests from the left-hand navigation menu. Select any request from the list to open its detail screen.
The Request Header
The top of the request detail screen displays the request number and name, along with a summary of the key information your legal team has recorded.
Date Submitted — the date the request was originally submitted.
Date Required — the date by which you need the work completed.
Value — the estimated value associated with the request.
Legal Manager — the legal team member responsible for managing the request.
Team Members — other legal team members assigned to the request.
Business Contact — the business contact associated with the request.
Tabs
Below the header, a set of tabs gives you access to different aspects of the request. Select a tab to view its contents.
Details — the full request description and any custom fields your legal team has
configured, such as division, category, and sub-category.Discussion — a shared message thread between you and the legal team. Use this to ask questions or provide additional information.
Notes — notes recorded by the legal team that have been shared with you.
Documents — files attached to the request, such as briefs, contracts, or
correspondence.Contracts — any contracts linked to this request. See Viewing Contract Details on a Request for more information.
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Need help?
If you have any questions, please contact us at support@xakiatech.com or reach out to your Customer Success Manager