How does the practice area get set on a Legal Matter from a Record Producer
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01-08-2025 03:31 PM
I have my practice area and my record producer set up and creating legal matters properly and pulling in the template specified but for the life of my I cannot remember how to set the Practice Area or Category on the matter - please help jog my memory!
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2 weeks ago
Did you get this answered already elsewhere?? If not, the Practice Area and Category are set on a matter record when it gets created from a Legal Request. The Practice Area and Category (if populated) are cascaded to the matter record when its created.
Thanks,
Brandon
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a week ago
This right IF we are creating a matter from a request but you can create a matter directly and that was where I was wondering. We settled it with the record producer itself and just set it via a value there.