Legal Request Tracker template
An intake form and a queue for everything the business asks legal to do, with request type, priority, requesting team and an SLA date.
In-house legal teams and the people who send them work.
- 5 views
- 9 fields
- 6 groups
- 11 sample tasks
- 1 milestone
- 5 dashboard widgets
- 5 workflow statuses
- 1 automation
Queue · Board view · opens first
What's included
Requests arrive through the intake form and move from Submitted through Triage and In review to Complete, with Awaiting business as the state that shows where the ball is. Each carries a request type, the requesting team, a priority, an SLA due date and a link to the document. Groups are the matter types, so the board shows the queue by kind, and the dashboard shows what is open, what is late and who is carrying the most.
Views
- Queue (Board)
- Requests (Table)
- SLA calendar (Calendar)
- Dashboard
- Submit a legal request (Form)
Task fields
- Status
- Timeline
- Owner
- Impact
- Request typecustom
- Requesting teamcustom
- Prioritycustom
- Documentcustom
- Counterpartycustom
Groups
- NDAs
- Contracts
- Advice
- Data privacy
- Policy
- Disputes
Dashboard
- KPIs
- Tasks by status
- Group progress
- Overdue tasks
- Workload
Automation
- Notify when a task becomes overdue
5 statuses that match the work
Statuses are the board's columns and the filters everywhere else. The one marked complete counts a task as done; edit the list any time.
- Submitted
- Triage
- In review
- Awaiting business
- Complete
Dashboard: 5 widgets chosen for this work
Not the same dashboard for every template. This one opens with:
Often used alongside Legal Request Tracker
Use the Legal Request Tracker template
Create your account and this template is already selected on the Create project page. Pick a start date, name the project, and the 5 views are ready. Available on Standard and above.