Reopen a legal matter
If a legal matter requires further investigation after it was closed or canceled, you can reopen it to work on it again.
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
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 |
|
Open the legal matter that you want to reopen.
Click Reopen.
In the Reopen Matter dialog box, enter comments in the Comments field to note why you are reopening the matter.
Comments entered in the Reopen Matter dialog box will be posted in all related requests.
Reopen related closed or canceled legal requests along with the parent request by selecting the Reopen related requests check box.
Click OK.
Result
- The legal matter is reopened.
- The state of the matter updates to the state it was in before it was closed or canceled.
- If the primary legal request of the matter is closed or canceled, then the request is reopened.
- If you chose to reopen all related requests also, any related legal requests that are in the Closed Complete, Closed Incomplete, or Cancelled state are also reopened.
- Any collaborators added to the matter will receive an email notification that the matter has been reopened.
What to do next
Work on the legal matter to complete it.
Parent Topic:Work on a legal matter