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A request for opening lets a team member ask for a new customer and/or matter. A request for opening administrator then approves or rejects it.
- The approver needs the Request For Opening Admin. option in their user settings.
- Open the list of requests for opening, then choose New Request.
- Choose the request type: Customer, Matter or Customer + Matter.
- Choose the creation type:
- Fast: only the essential information, the request is completed later;
- Complete: contacts, originating partners, bill-to customers and related parties are entered before approval.
- Fill in the requested information, then choose Finish.
- Choose Send Request to submit it for approval.
On a complete request, Launch Web Source searches the web for information about the customer, if web searches are set up.
- The administrator opens the request and checks the information.
- To approve it, they choose the customer and matter templates, select Controlled for each element to create, then choose Post. SB Lawyer creates the customer, the matter, the contacts and the related parties, then starts the conflict check if the matter category requires it.
- To reject it, they enter a reason and choose Reject. The request goes back to To be completed.
A request goes through the To be completed, To validate and Completed statuses. The requester can also cancel it.