Add a phase to a legal matter

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

    • Add a phase to a matter to track specific tasks to complete the matter.

    Antes de Iniciar

    Role required: sn_lg_matter.matter_fulfiller

    Por Que e Quando Desempenhar Esta Tarefa

    If you created a legal matter using a matter template, you might already have the predefined phases in the matter from the template.

    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. To add a phase, in the Phases tab, click New.
    5. In the Name field, enter a unique name for the phase.
    6. In the Order field, enter a number to determine the order in which the phase should be processed.
    7. Click Save.

    Resultado

    A phase is added to the matter.

    O que Fazer Depois

    Add tasks in the phase to manage activities in the matter. If the task has to be done by a different user, assign it to them.