Delete outside counsel engagement request

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

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

    Vorbereitungen

    Role required: sn_lg_ops.legal_fulfiller, sn_lg_matter.matter_fulfiller

    Prozedur

    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.

    Ergebnisse

    Tabelle : 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.