Communicate using emails from Legal Counsel Center

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

    • Compose and send emails directly from legal matter record form in the Legal Counsel Center. You can also save the email as draft to send it later.

    Antes de Iniciar

    Role required: sn_lg_ops.legal_fulfiller

    Por Que e Quando Desempenhar Esta Tarefa

    As a collaborator added to a legal matter, you can access and work on the legal matter just as matter owners can. However, you can't modify the Matter owner, Assignment group, and Assignment group permission fields.

    Procedimento

    1. Navigate to All > Legal Request > Legal Counsel Center.
    2. In the Legal Counsel Center tab, select the list icon (List icon).
    3. In the Lists tab, open a legal matter by selecting an option under Matters.
      OptionSteps
      As an assignee
      1. Select the Assigned to Me option.
      2. Select a legal matter to work on.
      3. If the legal matter is newly assigned to you, select Start to start working on it.

        The state of the legal matter updates to Work in Progress.
      As a collaborator
      1. Select the Collaborations option.
      2. Select a legal matter to work on.
    4. Click the more actions button (More actions button icon.) and select Compose Email.
      The Compose Email button is available only when the legal matter is in the Assigned or Work in progress state.
    5. In the New Email Draft tab, compose a new email or respond to the email received and send it right away or save it as a draft to send later.
      For more information, see Communicating via email.

    Resultado

    After the email is sent, it is added to the activity stream on the legal matter form. Emails you receive from others are also added to the activity stream.

    Legal matters marked as Privileged and Confidential, contain confidentiality markers to comply with legal requirements. This applies to both system-generated notifications and fulfiller-initiated outbound emails.