Associate an existing legal matter with a legal request
Associate an existing legal matter with a legal request that is similar to provide helpful information in resolving the request.
Before you begin
Role required: sn_lg_ops.legal_fulfiller
About this task
As a collaborator added to a legal matter, you can access and work on the legal matter just as matter owners can. However, you can't modify the Matter owner, Assignment group, and Assignment group permission fields.
Procedure
- Navigate to .
-
In the Legal Counsel Center tab, select the list icon
.
-
In the Lists tab, open a legal request by selecting an
option under Legal Requests.
Option Steps As an assignee - Select the Assigned to Me option.
- Select a request to work on.
- If the request is newly assigned to you, select Start Work to start working on the request.
The state of the legal request is Work in progress and the document is Legal review.
As a collaborator - Select the Collaborations option.
- Select a request to work on.
- To associate an existing matter, in the Legal Matters tab, click Add.
- In the Add Legal Matter dialog box, select a legal matter you want to add to the request and click Add.