Legal Intake - Saved views and Notification controls

Product Area: Legal Intake / List View / Notifications

Impact of the Change: Enhancements

Roles Impacted: All users

Description:

What's NewTwo ways to tailor Legal Intake to how you work.

Saved views

• Save any filter and sort on the intake list as a named view
• Switch between saved views in one click; they persist across sessions

Notification preferences

• Turn individual Legal Intake events on or off, separately for Email and Slack
• Grouped into intakes you're involved in, tasks, and reminders; set a whole section with select-all
• Critical and admin-configured alerts always send

Resources:

Saved Views

Notification Preferences

How to Enable: Both are available to everyone with Legal Intake access, no setup required.