Add outside counsel details

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Add outside counsel details for an outside firm to enable matter creation in Legal Tracker.

    Antes de Iniciar

    Ensure you have installed and activated Legal Tracker spoke. For more information, see Legal Tracker.

    Verify the schedule job Fetch Firms Data has been executed once before you add the outside counsel details for an outside firm.

    Role required: sn_lg_matter.matter_config, sn_lg_matter.matter_fulfiller

    Por Que e Quando Desempenhar Esta Tarefa

    To create a matter in Legal Tracker, the information related to an outside firm and its outside counsels should be present in both Legal Tracker and Legal Matter Management.

    The scheduled job Fetch Firms Data pulls the data for outside firms from Legal Tracker into Legal Matter Management, but there is no scheduled job to pull the name and email of the outside counsels. For enabling matter creation, manually add the outside counsel name and email for the outside firm in Legal Matter Management.

    Procedimento

    1. Collect the outside counsel name and email address for the outside firm from Legal Tracker.
    2. Open the outside counsels list.
      LocationActions
      From the Legal Matter module

      Navigate to All > Legal Matter > Outside Counsel Setup > Setup Outside Counsels.
      From Legal Counsel Center
      1. Navigate to All > Legal Counsel Center.
      2. Select the List icon (List icon) from the primary navigation and in the Outside Counsel section of the Lists menu, select All.
    3. Select the outside counsel for which you want to add the details.
    4. On the form, fill in the fields.
      Tabela 1. Outside counsel form
      Field Description
      Outside Firm This field is automatically set to the outside firm name.
      Outside Counsel Name Name of the outside counsel.
      Outside Counsel Email Email address of the outside counsel.
      Active Option to make the Outside Counsel record active.
    5. Save the Outside Counsel record.
      • If you have added details from the Legal Matter module, select Update.
      • If you have added details from the Legal Counsel Center, select Save.