Associate an existing Outside Counsel to a legal matter
Add existing outside counsels to a legal matter and enable the patent fulfiller to communicate with the outside counsel for reviewing and processing the Legal Invention Disclosure requests.
Before you begin
The following items must have been created:
- An Outside Firm record. For more information, see Set up Outside Firms for Legal Invention Disclosure.
- An Outside Counsel record. For more information, see Set up Outside Counsels for Legal Invention Disclosure.
- A related legal matter. For more information, see Create a matter or add a Legal Invention Disclosure request to an existing matter.
You must have the invention disclosure request ID and the matter ID.
Role required: admin, sn_lg_ops.request_fulfiller
Procedure
Navigate to All > Legal Counsel Center.
Select the List icon (
Image omitted: lsd-lcc-list-icon.png
List icon\) from the primary navigation and in the Legal Requests section of the **Lists** menu, select **All**.
List icon\) from the primary navigation and in the Legal Requests section of the **Lists** menu, select **All**.
Select and open the request.
Select the Legal Matters tab and open the matter.
Select Assign to me.
Select the Outside Counsel tab.
Select Add Outside Counsel.
On the form, fill in the fields.
Outside firm Name of the parent firm for the outside counsel from the lookup which were already added. Outside counsel Name of the outside counsel from the lookup which were already added for the specific outside firm. State This field is automatically set to Offline and cannot be modified. Outside Counsel Email This field is auto-populated with the email address of the outside counsel. Select Save.
Verify that the outside counsel was added by refreshing the Outside Counsel tab.
Parent Topic:Using the Legal Invention Disclosure