Legal
Provide efficient legal support to clients. This template manages legal inquiries, provides case status updates, handles billing inquiries, and processes document requests.
Deploy for $499After installation
Ticket Triaging
Automatically segment your tickets with views, setup during the installation.
Help Center
All your ticket forms will automatically be added to your help center when activated.
Reporting
You will have pre-configured reporting to help you understand your support data.
Template Overview
Perfect For
- Law firms
- Legal aid organizations
- Attorneys
Ticket Forms Included
- Case Inquiry
- Appointment Scheduling
- Document Request
- Billing and Payments
- Legal Consultation
- Client Feedback
- Legal Representation Request
Ticket Forms
Think of ticket forms as different types of enquiries a customer might have when reaching out for support. For example, a common enquiry might be "Where is my item?" or "I need technical assistance."
Each ticket form contains a set of ticket fields, which are the specific pieces of information we collect to help efficiently handle the enquiry. These fields ensure that we capture the necessary details from the start, reducing back-and-forth communication and speeding up resolution times.
Below is a list of ticket forms and their associated ticket fields. These will be automatically set up in your Zendesk instance when you use this template.
Case Inquiry
Inquiries from clients about their legal cases, court dates, or legal advice.
Ticket fields
Client Name
Case Number
Appointment Scheduling
Scheduling appointments with attorneys or legal professionals.
Ticket fields
Client Name
Preferred Attorney
Reason for Appointment
Preferred Appointment Date/Time
Document Request
Requests for legal documents, contracts, or forms.
Ticket fields
Client Name
Case Number
Billing and Payments
Questions about legal fees, invoices, or payment options.
Ticket fields
Client Name
Case Number
Legal Consultation
Inquiries about legal consultations, advice, or preliminary assessments of cases.
Ticket fields
Client Name
Consultation Type
Preferred Date/Time
Client Feedback
Feedback or reviews from clients about the services provided by the law firm.
Ticket fields
Client Name
Case Number
Feedback Type
Legal Representation Request
Requests for legal representation, either for specific cases or general inquiries.
Ticket fields
Client Name
Case Type
Brief Case Description
Frequently Asked Questions
Refund policy?
We offer a 15 days full refund guarantee. If you're not completely satisfied, we'll refund your purchase within 15 days of deployment.Request a refund
Will I get help after installation?
Yes, we can follow our get started guide, which contains video and text to help you get started with Zendesk Basic. You can also purchase support hours with us through your Zendesk instance.
Can I install multiple templates?
Yes, you can install multiple templates on your Zendesk instance. For example, you could install the SaaS template and the Employee Experience template to have two use cases set up in your Zendesk. This is ideal if you have multiple teams on your instance.
What's included in the template?
Each template includes pre-configured Zendesk components like ticket forms, fields, views, and triggers. These are set up based on industry best practices and can be customized after installation to match your specific needs.