Legal Tracker Outside Counsel Engagement request form

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 2 Minuten Lesedauer

    • Fields in the Legal Tracker Outside Counsel Engagement request form of a legal matter.

    Refer to the table for the fields on Outside Counsel Engagement form and how they are mapped when we integrate to create a matter in Legal Tracker.

    Tabelle : 1. Create Outside Counsel Engagement request
    Field Description Mapped parameters in Legal Tracker Matters API
    Request Details
    Requested for Name of the user requesting for the Outside Counsel. None
    OCE Number Unique identifier of the Outside Counsel record. None
    Reason for engaging an Outside Counsel Description of the reasons for recruitment of Outside Counsel. None
    Describe the scope of work to be performed Description of the scope of work to be performed by the outside counsel. None
    Firm Details
    Firm Access Option to define the firm access to the matter from the drop-down list. firmAccess
    Lead firm Main firm with which the Outside Counsel is associated. None
    Lead Outside Counsel Lead counsel of the associated Lead firm. None
    Matter Details
    Full matter name/Parties Involved Full name of the matter or the parties to be associated with the outside counsel. fullNameAndPartiesInvolved
    Short matter name Short name of the matter to be associated with the outside counsel. shortName
    Lead company person Lead of the organization who should coordinate with the outside counsel. leadCompanyPersonEmail
    #2 company person Alternative contact person in the absence of the Lead company person. numberTwoCompanyPersonEmail
    Matter description Detailed description of the matter. description
    Start date Start date for the Outside Counsel. This date must be ahead of today's date. startDate
    Fee arrangement Type of fees to be selected from the drop-down list. leadFirmFeeArrangement
    Amount Amount to be provided to the outside counsel according to the fee arrangement. None
    Legal Tracker Details
    Create a task for entering Legal Tracker field details Option to select to create a legal matter task and delegate the task to fill in the Legal Tracker Details section. For more information, see Request Outside Counsel engagement. None
    Matter group Associated matter group of the Outside Counsel record. matterGroup
    Matter type Associated matter type of the Outside Counsel record. matterType
    Associated matter ID Associated matter ID of the Outside Counsel. associatedMatterId
    Country Country of operation of the outside counsel. countryOrRegion
    Practice group Associated practice group of the outside counsel. practiceGroup
    Organizational unit Associated organizational unit of the outside counsel. organizationalUnit
    Substantive law Associated substantive law of the outside counsel. substantiveLaw
    Invoice approval route Associated invoice approval route of the outside counsel. invoiceApprovalRoute
    AP route Associated accounts payable route of the outside counsel. apRoute