Promote a legal request to a legal matter through Mobile Agent
Promote a legal request to a legal matter when the request needs additional investigation and evaluation and substantial time to work on.
Antes de Iniciar
Ensure you have the Legal Matter Management app installed and the record producer type in the associated intake form is set to Request and Matter. For more information, see Add an intake form to a practice area.
Role required: sn_lg_ops.legal_fulfiller
Procedimento
- In the Mobile Agent, navigate to the Assigned Requests list.
- Tap the assigned request you want to work on.
- In the Details tab, tap Create Matter.
-
In the Create Matter from Template screen, indicate whether to use a template
to create a legal matter.
- To create a legal matter record with predefined data, such as phases and tasks, select a template name from the Matter template.
- To create a legal matter record without any predefined data, leave the Matter template field empty.
-
Tap the submit icon (
).
Resultado
- A legal matter is created with details copied from the legal request.
- If you selected a matter template, the matter has predefined phases, tasks, and attributes from the template.