Add a phase in a legal matter through Mobile Agent
Add a phase to a legal matter to follow a structured approach to perform specific tasks to complete the matter.
Before you begin
Role required: sn_lg_matter.matter_fulfiller
About this task
If you created a legal matter using a matter template, the predefined phases are available in the matter from the template. You can add more phases as required.
Procedure
- In the Mobile Agent, navigate to the Assigned Matters list.
- Tap an assigned matter in which you want to add a phase.
-
Tap the actions icon (
) and select the Create Phase option.
- In the Enter Phase Name field, enter a unique name for the phase.
- In the Enter Phase Order field, enter the order in which the phase should be worked on.
-
Tap the submit icon (
).
Result
What to do next
Add tasks in the phase to manage activities in the legal matter. If the task has to be done by a different user, you can assign these tasks to that person.