View external matter details
As a legal fulfiller, view the external matter details fetched from in the legal matter.
Before you begin
Role required: sn_lg_matter.matter_fulfiller, sn_lg_ops.legal_fulfiller
Procedure
- Open a legal matter.
| Method | Action |
|---|---|
| Using Legal Counsel Center homepage |
|
| Using Legal Counsel Center lists |
|
| Using platform view |
|
Select the External Matters tab.
Select the Matter ID to view Summary, Spend Information, Firm Details and Other Details.
Select link in the Legal Tracker matter link field to open and view the matter in Legal Tracker.
Parent Topic:Engage with outside counsel