Assign a matter owner

  • Release version: Yokohama
  • Updated July 8, 2025
  • 1 minute to read

    • Assign a matter owner (fulfiller) for the legal hold matter to be responsible for managing it.

    Before you begin

    Role required: admin

    Procedure

    1. Navigate to All > Legal Request > Legal Counsel Center.
    2. Select the List icon (List icon).
    3. In the Default lists tab, navigate to Matters > All.
    4. Select the legal matter from the list.
    5. Update the Assignment group permission field value to Read.
    6. In the Matter owner field, select the Search for Record icon () and search for and select the fulfiller to be responsible for managing this legal hold matter.
    7. Select Save.

    Result

    The legal matter state changes from New to Assigned.

    A matter owner (fulfiller) is assigned to the legal hold matter.