Submit outside counsel engagement request for approval

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

    • As a legal fulfiller, submit an outside counsel engagement request for approval.

    Vorbereitungen

    Role required: sn_lg_matter.matter_fulfiller, sn_lg_ops.legal_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. 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. 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. Navigate to Outside Counsels tab related list.
    2. From the list, open the outside counsel engagement request.
    3. Select Submit for Approval.