Introduction to Legal for Jira
Get started with Legal for Jira by learning about the core concepts of the app:
- Manage customer information
- Link Jira issues to customer profile
- Export customer information
- Manage Departments and Legal Types
Manage customer information
The customer profile stores general information about your customer, such as contact information, the Departments, Legal Type and more. Whenever you or anyone else in your team needs to know up-to-date information about a customer, the customer profile is where you can find it.
You can create customer profiles at two levels:
Link issues to the customer
To add more context, you can link JIRA issues with the customer profiles. You will immediately know what work your team is doing for this customer at any given moment.
The customer profile has an overview with all connected issues, so you can easily find out what work is connected to the customer.
The feature also works vice-versa. When you open an JIRA issue, the connected company and contact immediately inform you which customer the issue is about.