Unity LSR's Request Agent is a conversational AI flow that guides users through the process of creating and submitting legal service requests by helping them determine the most relevant request type, gathering the details through a question-and-answer dialogue, and formatting the information to meet form requirements. This eliminates the need for users to navigate complex forms and ensures the submitted information is more complete for the Intake Admins who review and assign the requests to their legal teams.

To get started, click the quick-add (+) button in the top-right corner and select Create Using AI. 

Click within the chat field to enter your prompt as a statement or a question and press enter/return on your keyboard. For more guidance on how to effectively enter prompts for the Request Agent, click here to see a list of examples.

In this example, the Request Agent is being prompted to submit a question about how often vendor contracts and terms need to be reviewed. If you have not attached any files, you will be asked if there is any documentation you would like to include. Enter Yes or No to continue.  

Confirm or correct the suggested request type when prompted by the Request Agent.

Once confirmed, the Request Agent starts filling in the form details based on the initial information provided and asks for any additional details that are required or optional to submit the request. 

The RequestAgent requires the user to confirm they want to proceed or if any additional updates are required. Upon confirmation, the draft form is presented for review. 

Click Submit Request to continue or Edit Request to make changes. 

A confirmation appears that the request was submitted. Click on the hyperlinked request ID to open the record in Unity LSR (see below). 

Example Prompts for Request Agent

Below are a few examples for reference:

• We have an upcoming product launch and I need to get legal approval to publish the press release on April 2
• I am in the final negotiation phases with a software vendor and need the legal team to review and approve their contract terms
• I need to ask the legal team how often our vendor contracts and terms need to be reviewed
• I need advice from the legal team on how to handle the termination of a partner agreement due to a violation of terms