Setting up Legal Matter Management
Configure the foundation data for legal matters through Legal Matter Management to provide legal services to employees.
As an administrator, review the installed components and modify them or add new ones as
applicable.
- Legal matter templates
- Create legal matter templates to standardize legal procedures for handling legal matters.
- Email notifications
- Configure email notifications to be sent when specific events occur, such as when a legal matter is assigned to a matter owner or when a matter is closed or canceled.
- Configure Legal Matter Management to engage with outside counsel using Legal Tracker
- Configure the requirements to enable outside counsel engagement and matter creation in Legal Tracker.