Add a phase to a legal matter
Add a phase to a matter to track specific tasks to complete the matter.
Before you begin
Role required: sn_lg_matter.matter_fulfiller
About this task
If you created a legal matter using a matter template, you might already have the predefined phases in the matter from the template.
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
Navigate to All > Legal Request > Legal Counsel Center.
In the Legal Counsel Center tab, select the list icon
List icon.
- In the Lists tab, open a legal matter by selecting an option under Matters.
| Option | Steps |
|---|---|
| As an assignee |
The state of the legal matter updates to Work in Progress. |
| As a collaborator |
|
To add a phase, in the Phases tab, click New.
In the Name field, enter a unique name for the phase.
In the Order field, enter a number to determine the order in which the phase should be processed.
Click Save.
Result
A phase is added to the matter.
What to do next
Add tasks in the phase to manage activities in the matter. If the task has to be done by a different user, assign it to them.
Parent Topic:Work on a legal matter