Submit Requests to Work Management

Submitting Requests to Coheso’s Work Management System (WMS) enables business users to directly send a request to the legal team, bypassing the AI assistant if needed. Instead of relying solely on AI answers, a user can escalate their query or task (e.g. contract review, compliance question) into a formal request for legal handling. The request is captured in the WMS as a ticket on the work Management board, where it can be tracked and managed through to completion. This ensures that complex or sensitive inquiries get human attention and that the requestor receives updates on the progress. In essence, Submit Requests to Work Management provides a seamless hand-off from an AI conversation to the legal team’s workflow, with automatic status updates back to the business user.

Submitting a Request via Chat

Business users have the option to bypass Coheso’s AI assistant and submit a request directly to the legal team. When a request is submitted manually, it appears on the Work Management board for the legal team to review.

Initiate a New Request: In the left sidebar, click Submit Requests to open the request page. This page displays a list of all requests you have previously submitted, along with their current status and details. To create a new request, you can either click the + icon next to Submit Requests in the sidebar or click the Submit New Request button in the top-right corner of the request page.

Select the Intake Form: In the Create Request dialog, choose the appropriate intake form for your request from the Select Intake Form dropdown. Coheso allows legal teams to set up custom intake workflows for different request types. Select the form that best matches the nature of your request.

Fill in Request Details and Submit: Once you’ve selected an intake form, fill in the required information on the form.

Viewing Your Requests: On the Submit Requests page, all requests you have submitted are listed in a table view. The table shows key information for each request. You can use the filters or search box to find specific requests. Selecting any request opens its Request Details view. This view shows all the submission details and all related activity.

Tracking Updates and Comments: For requests that are in progress, you can also communicate with your legal team through the Comments section. When you select a request, scroll to the Comments area to read any responses or notes left by your legal team. You may add any additional comments or clarifications for them as well.

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What Happens on the Work Management Board

Once a request is submitted, it becomes immediately available for the legal team to review and action in their Work Management board. Power Users have a specialized view where all incoming requests are organized and tracked. The newly submitted request will appear as a card and can be expanded for a detailed view on the board for Power User's review.