Promote a legal request to a legal matter through Mobile Agent

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

    • Promote a legal request to a legal matter when the request needs additional investigation and evaluation and substantial time to work on.

    Before you begin

    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

    Procedure

    1. In the Mobile Agent, navigate to the Assigned Requests list.
    2. Tap the assigned request you want to work on.
    3. In the Details tab, tap Create Matter.
    4. 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.
    5. Tap the submit icon (Submit icon.).

    Result

    • 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.