What is a service request form in Doculogix?

It is a configurable intake form used to request litigation support or eDiscovery work. Each submission becomes a service request tied to a client and matter.

Can I customize what each form asks for?

Yes. You choose the fields that appear on each form, including your own custom fields, so each request type captures the details your team needs.

Who submits service requests?

Typically attorneys, paralegals, and case team members who need litigation support work done. Your team then assigns and completes the work.

What happens after a request is submitted?

The request is created in Doculogix under the correct matter, and tasks are automatically created based on its service request type. Those tasks can be auto-assigned to an individual, department, or group, then tracked through completion and billed.

Are tasks created and assigned automatically?

Yes. Each service request type has its own set of associated tasks. When a request of that type is submitted, the tasks are created automatically and can be auto-assigned to an individual, a department, or a group.

Back to Home

Feature

Customizable Service Request Forms and Intake

Customizable service request forms give case teams a structured way to ask for litigation support work, so every request arrives with the information your team needs to start. On submission, Doculogix automatically creates the tasks defined for that service request type and can auto-assign them to an individual, department, or group. They are built for litigation support teams, eDiscovery providers, and law firms that want to replace ad hoc emails and phone calls with consistent, trackable intake.

Start Free EWM Trial Start Free PTS Trial

How it works

How It Works

Build forms for each request type

Create intake forms for the services you provide, such as collections, processing, review, productions, or copy and scan jobs.

Customize the fields you collect

Choose which fields appear on each form, including your own custom fields, so requesters provide the details each job requires.

Requesters submit against a matter

Attorneys, paralegals, and case team members submit requests tied to the right client and matter, so context is captured from the start.

Tasks are created and assigned automatically

When a service request is submitted, Doculogix automatically creates tasks based on the service request type and can auto-assign them to an individual, department, or group, ready to be tracked through completion and billing.

Doculogix Service Request Type Management table listing request types such as Analysis, Collections, Forensics, and Hosting with their visibility, task and custom field actions, and associated tasks — Manage multiple service request types

Doculogix Add New Service Request form with request type, organization, due date, contacts, matter, request details, an assign tasks toggle, and request-specific custom questions — Submitting a service request

Use cases

Common Use Cases

Standardizing how attorneys and paralegals request eDiscovery processing or productions
Collecting custodian, date range, and data source details before a collection starts
Capturing copy and scan specifications so jobs are quoted and completed correctly
Reducing back-and-forth emails caused by incomplete requests
Automatically generating and routing the standard tasks for each request type the moment it is submitted
Creating an audit trail of who requested what, and when, on every matter

FAQ

Frequently Asked Questions

What is a service request form in Doculogix?: It is a configurable intake form used to request litigation support or eDiscovery work. Each submission becomes a service request tied to a client and matter.
Can I customize what each form asks for?: Yes. You choose the fields that appear on each form, including your own custom fields, so each request type captures the details your team needs.
Who submits service requests?: Typically attorneys, paralegals, and case team members who need litigation support work done. Your team then assigns and completes the work.
What happens after a request is submitted?: The request is created in Doculogix under the correct matter, and tasks are automatically created based on its service request type. Those tasks can be auto-assigned to an individual, department, or group, then tracked through completion and billed.
Are tasks created and assigned automatically?: Yes. Each service request type has its own set of associated tasks. When a request of that type is submitted, the tasks are created automatically and can be auto-assigned to an individual, a department, or a group.

Explore more

Matter-Centric Litigation Support Project ManagementOrganize every request and task by client and matter.Custom Fields and Configurable Task TrackingCapture your own data at every level of the hierarchy.Service Request & Task Assignments with Real-Time Workload DashboardsAssign work and see every team member's load in real time.

Project Tracking System (PTS)eDiscovery Workflow Manager (EWM)

Ready to Streamline Your eDiscovery Workflow?

Start your 60-day free trial today. No credit card required. See why 100+ law firms and litigation support providers trust Doculogix for their litigation workflow management.

Start Free EWM Trial Start Free PTS Trial Contact Sales

Or call us directly at (888) 436-2856