Delete outside counsel engagement request

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

    • As a legal fulfiller, you can delete outside counsel engagement request that is no longer required.

    Antes de Iniciar

    Role required: sn_lg_ops.legal_fulfiller, sn_lg_matter.matter_fulfiller

    Procedimento

    1. Open a legal matter.
      MethodAction
      Using Legal Counsel Center homepage
      1. Navigate to All > Legal Request > Legal Counsel Center
      2. Select the View All option on the Matters widget.
      3. From the list, open a legal matter record.
      4. Select the Outside Counsels tab.
      Using Legal Counsel Center lists
      1. Navigate to All > Legal Request > Legal Counsel Center
      2. Select the list icon (List icon).
      3. In the Lists tab, navigate to Matters > All.
      4. From the list, open a legal matter record.
      5. Select the Outside Counsels tab.
      Using platform view
      1. Navigate to All > Legal Matter > Matter > All
      2. From the list, open a legal matter.
      3. Select the Outside Counsels related list.
    2. Select the check box of the outside counsel engagement request that you want to delete.
    3. Select Remove.
      If you are in platform view, select Delete from the Action on the selected rows drop-down.

    Resultado

    Tabela 1. Deletion status
    Outside counsel engagement request status External matter created Deletion
    Work in progress and not integrated with Legal Tracker No The Outside counsel engagement request is deleted.
    Integrated with Legal Tracker Yes
    • The Outside counsel engagement request and the associated external matter are deleted.
    • The matter created in Legal Tracker is not deleted.