Add a phase to a legal matter
Add a phase to a matter to track 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, you might already have the predefined phases in the matter from the template.
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 matter by selecting an
option under Matters.
Option Steps As an assignee - Select the Assigned to Me option.
- Select a legal matter to work on.
- If the legal matter is newly assigned to you, select Start to start working on it.
The state of the legal matter updates to Work in Progress.
As a collaborator - Select the Collaborations option.
- Select a legal matter to work on.
- To add a phase, in the Phases tab, click New.
- In the Name field, enter a unique name for the phase.
- In the Order field, enter a number to determine the order in which the phase should be processed.
- Click Save.
Result
What to do next
Add tasks in the phase to manage activities in the matter. If the task has to be done by a different user, assign it to them.