Release 2023.1
Jonathan avatar
Written by Jonathan
Updated over a week ago

A new set of features and functionality is now available in BriefBox! We are excited to announce a new integration between SFDC (Salesforce) and the BriefBox Workflow Module, improving the way in which BriefBox can receive and manage Legal Support Requests. With this integration, SFDC Users can now raise Legal Support Requests directly from SFDC, which will appear in BriefBox for efficient allocation and management with a Legal Team.

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Additionally, we have released significant improvements to the Workflow Module, enhancing its functionality and usability. Here are the key updates:

New Queuing System: The Workflow Module now incorporates a robust queuing system that optimizes the allocation and prioritization of Legal Support Requests. This ensures that requests can continue to be handled promptly and efficiently, improving response times and overall workflow management.

Integration with BriefBox Updates: The Workflow Module now integrates seamlessly with BriefBox Updates, providing real-time status updates and progress tracking for Legal Support Requests while improving matter management functionality. This enhanced transparency allows stakeholders to stay informed about the status of their requests, fostering effective collaboration and communication while ensuing legal professionals can view their allocated support requests and manage their matters more efficiently.

'All' View for In-House Legal Team: We have introduced a new 'All' tab within the Workflow Module, exclusively designed for key members of an in-house legal team. This view provides a comprehensive overview of all Legal Service Requests received by the Legal Department, facilitating better coordination, resource allocation, and decision-making.

These updates represent our commitment to delivering an intuitive and efficient user experience for legal teams. The integration between SFDC and BriefBox Workflow Module streamlines the process of raising and managing Legal Support Requests, ensuring a smoother and more productive workflow.

We are excited about these enhancements and believe they will significantly improve the effectiveness and efficiency of your legal operations. If you have any questions or would like to learn more, please reach out to our support team.

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