Associate related legal requests with a legal matter

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

    • Associate one or more legal requests with a legal matter to organize and resolve related requests through a single matter.

    Before you begin

    Role required: sn_lg_matter.matter_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

    1. Navigate to All > Legal Request > Legal Counsel Center.
    2. In the Legal Counsel Center tab, select the list icon (List icon).
    3. In the Lists tab, open a legal matter by selecting an option under Matters.
      OptionSteps
      As an assignee
      1. Select the Assigned to Me option.
      2. Select a legal matter to work on.
      3. 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
      1. Select the Collaborations option.
      2. Select a legal matter to work on.
    4. To associate a legal request, in the Related Requests tab, click Add.
    5. In the Add Legal Request dialog box, select the requests you want to add to the matter and click Add.
      Note:
      Any legal request can be associated with a matter including closed or cancelled requests.

    Result

    The selected legal requests are added to the matter and listed in the Related Requests tab.