Complete a legal matter task through Mobile Agent

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

    • When you finish working on an assigned matter task, you can mark the task as complete.

    Before you begin

    Role required: sn_lg_ops.legal_user

    Procedure

    1. In the Mobile Agent, navigate to the Assigned Tasks list.
    2. Tap an assigned task.
    3. In the Details tab, tap Mark as Complete.

    Result

    The matter task is completed and its state updates to Review. It sent to the matter owner for approval.