Enable the option to engage with outside counsel for a matter
Enable legal fulfiller to submit requests for outside counsel engagements for a matter.
Antes de Iniciar
- Ensure you have installed and activated Legal Tracker spoke. For more information, see Legal Tracker.Importante:After setting up the spoke, give the Legal Tracker Spoke user [sn_legal_trckr_spk.user] role to users accessing Legal Tracker
- Ensure you have selected Practice Areas intake forms where the record type is either of the following:
- Matter
- Request and Matter
- Ensure you have added details for the outside counsels and approval route. For more information, see Add outside counsel details and Add approval route details.
Role required: sn_lg_ops.legal_config
Por Que e Quando Desempenhar Esta Tarefa
While working on matters, you may want to engage with outside counsel to get additional services. You can submit a request to engage with the outside counsel. To view the Add outside counsel for Legal Tracker option in a legal matter, you must enable Outside Counsel on Matter for the Practice Areas.
Procedimento
- Navigate to .
- Select a record from the list of Practice Areas.
- Select the intake form from the Intake Forms tab.
- In the information message at the top of the page about the current application, select here to be able to edit the form.
-
Select the Unlock Options icon
in the Options field in the Record Producer section.
- Enter Enable in the Select target record field.
- Select Enable Outside Counsel on Matter from the list.
- Select Update.
Resultado
The Add Outside Counsel for Legal Tracker button is available in the Outside Counsel tab of a matter. Users with the matter fulfiller role and access to update matters can submit Outside Counsel Engagement for Legal Tracker. This option is applicable only for matter and not for requests.