Associate an existing Outside Counsel to a legal matter

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

    • Add existing outside counsels to a legal matter and enable the patent fulfiller to communicate with the outside counsel for reviewing and processing the Legal Invention Disclosure requests.

    Antes de Iniciar

    The following items must have been created:

    You must have the invention disclosure request ID and the matter ID.

    Role required: admin, sn_lg_ops.request_fulfiller

    Procedimento

    1. Navigate to All > Legal Counsel Center.
    2. Select the List icon (List icon) from the primary navigation and in the Legal Requests section of the Lists menu, select All.
    3. Select and open the request.
    4. Select the Legal Matters tab and open the matter.
    5. Select Assign to me.
    6. Select the Outside Counsel tab.
    7. Select Add Outside Counsel.
    8. On the form, fill in the fields.
      Tabela 1. Create Outside Counsel Engagement form
      Outside firm Name of the parent firm for the outside counsel from the lookup which were already added.
      Outside counsel Name of the outside counsel from the lookup which were already added for the specific outside firm.
      State This field is automatically set to Offline and cannot be modified.
      Outside Counsel Email This field is auto-populated with the email address of the outside counsel.
    9. Select Save.
    10. Opcional: Verify that the outside counsel was added by refreshing the Outside Counsel tab.