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Work on a legal matter › Use › Legal Matter Management › Legal Service Delivery › Legal and Contract Operations › Employee Service Management
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Associate related legal requests with a legal matter

Associate one or more legal requests with a legal matter to organize and resolve related requests through a single matter.

Before you begin

Role required: sn_lg_matter.matter_fulfiller

About this task

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

  1. Navigate to All > Legal Request > Legal Counsel Center.

  2. In the Legal Counsel Center tab, select the list icon

Image omitted: lsd-lcc-list-icon.png
List icon.
  1. In the Lists tab, open a legal matter by selecting an option under Matters.
OptionSteps
As an assignee
  1. Select the Assigned to Me option.
  2. Select a legal matter to work on.
  3. If the legal matter is newly assigned to you, select Start to start working on it.

The state of the legal matter updates to Work in Progress.

As a collaborator
  1. Select the Collaborations option.
  2. Select a legal matter to work on.

  1. To associate a legal request, in the Related Requests tab, click Add.

  2. In the Add Legal Request dialog box, select the requests you want to add to the matter and click Add.

    Note: Any legal request can be associated with a matter including closed or cancelled requests.

Result

The selected legal requests are added to the matter and listed in the Related Requests tab.

Parent Topic:Work on a legal matter