Approve or reject a legal matter task through Mobile Agent

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • As a legal matter owner, you can review and approve or reject matter tasks that are marked as complete by the task owners.

    Before you begin

    Role required: sn_lg_matter.matter_fulfiller

    Procedure

    1. In the Mobile Agent, navigate to the Pending Approvals list.
    2. Tap an assigned task.
    3. Optional: Review the task details and activities done by the task owner.
      1. Tap the task number on the Approval for field.
      2. Tap the back icon (Back icon.) to return to the task Pending Legal Matter Task Approval screen.
    4. Approve or reject the task by tapping Approve or Reject.

    Result

    • If you approve the matter task, the task is closed. The state of the task updates to Closed Complete.
    • If you reject the matter task, the task is opened again. The state of the task updates to Work in Progress. The task owner can work on the task again to fulfill the requirements of the task and mark it complete for approval.