Outside counsel engagement notifications

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Notifications are reminders that are created using email templates and sent for outside counsel engagement workflow. Use the notifications received to work on the outside counsel request, tasks and resolve errors.

    Tabela 1. Outside counsel engagement notification details
    Name Recipient Tile
    Outside Counsel Engagement - Initiated Practice Area Leads Outside Counsel Engagement <OCEXXXXXX1> needs your approval
    Outside Counsel Engagement - Approved
    • Requested For
    • Legal Matter Owner if different than the Requested For
    		 Your request was approved
    Outside Counsel Engagement - Rejected
    • Requested For
    • Legal Matter Owner if different than the Requested For
    		 Your request was rejected
    OCE integration with Legal Tracker
    • Requested For
    • Legal Matter Owner if different than the Requested For
    • Practice Area Leads
    		 Successfully created matter for <OCERXXXX1> in Legal Tracker
    OCE Legal Tracker - Error
    • Requested For
    • Legal Matter Owner if different than the Requested For
    		 Failed to create matter for <OCERXXXX1> in the Legal Tracker
    OCE - Approver not found
    • Legal Administrator
    • Matter Owner
    		 Outside Counsel Engagement <OCEXXXXXX1> - Initiate approval process failed