Triage inbound intake messages

#Page purpose

Inspect email-ingested and simulated intake messages and connect them to governed legal requests.

#Before you start

• Sign in as legal intake teams and mailbox administrators and confirm WatheeqTech shows /lex/service-desk/intake; hidden controls indicate that your account lacks the required permission.
• Know the organization scope, status and urgency of the work you need to find before applying filters or saved views.
• Collect the reason, authority and supporting evidence required for any governed decision or state transition.

#How to use this page

1. 1
   Prioritize the work

   Search or filter Pending, Processed and Errored messages, then open a row to inspect sender, subject, body and attachment metadata.

2. 2
   Process the right item

   Open an already linked request or use the message sheet’s create-request handoff for an unlinked message; administrators may simulate inbound intake for testing.

3. 3
   Clear the queue safely

   Return to the queue and confirm the message is linked and processed, or preserve the error state and evidence for mailbox troubleshooting.

#Governance and expected result

• Operate only within the tenant, role and record visibility granted to you.
• Record the decision, reason and supporting evidence before completing a governed action.
• Use the page action for the transition rather than changing source data or maintaining a parallel offline status.
• Verify the resulting status, owner, timeline, version or audit event before leaving the page.