Legal Tracker Outside Counsel Engagement request form
Fields in the Legal Tracker Outside Counsel Engagement request form of a legal matter.
Refer to the table for the fields on Outside Counsel Engagement form and how they are mapped when we integrate to create a matter in Legal Tracker.
| Field | Description | Mapped parameters in Legal Tracker Matters API |
|---|---|---|
| Request Details | ||
| Requested for | Name of the user requesting for the Outside Counsel. | None |
| OCE Number | Unique identifier of the Outside Counsel record. | None |
| Reason for engaging an Outside Counsel | Description of the reasons for recruitment of Outside Counsel. | None |
| Describe the scope of work to be performed | Description of the scope of work to be performed by the outside counsel. | None |
| Firm Details | ||
| Firm Access | Option to define the firm access to the matter from the drop-down list. | firmAccess |
| Lead firm | Main firm with which the Outside Counsel is associated. | None |
| Lead Outside Counsel | Lead counsel of the associated Lead firm. | None |
| Matter Details | ||
| Full matter name/Parties Involved | Full name of the matter or the parties to be associated with the outside counsel. | fullNameAndPartiesInvolved |
| Short matter name | Short name of the matter to be associated with the outside counsel. | shortName |
| Lead company person | Lead of the organization who should coordinate with the outside counsel. | leadCompanyPersonEmail |
| #2 company person | Alternative contact person in the absence of the Lead company person. | numberTwoCompanyPersonEmail |
| Matter description | Detailed description of the matter. | description |
| Start date | Start date for the Outside Counsel. This date must be ahead of today's date. | startDate |
| Fee arrangement | Type of fees to be selected from the drop-down list. | leadFirmFeeArrangement |
| Amount | Amount to be provided to the outside counsel according to the fee arrangement. | None |
| Legal Tracker Details | ||
| Create a task for entering Legal Tracker field details | Option to select to create a legal matter task and delegate the task to fill in the Legal Tracker Details section. For more information, see Request Outside Counsel engagement. | None |
| Matter group | Associated matter group of the Outside Counsel record. | matterGroup |
| Matter type | Associated matter type of the Outside Counsel record. | matterType |
| Associated matter ID | Associated matter ID of the Outside Counsel. | associatedMatterId |
| Country | Country of operation of the outside counsel. | countryOrRegion |
| Practice group | Associated practice group of the outside counsel. | practiceGroup |
| Organizational unit | Associated organizational unit of the outside counsel. | organizationalUnit |
| Substantive law | Associated substantive law of the outside counsel. | substantiveLaw |
| Invoice approval route | Associated invoice approval route of the outside counsel. | invoiceApprovalRoute |
| AP route | Associated accounts payable route of the outside counsel. | apRoute |
Parent Topic:Legal Matter Management reference