Promote a legal request to a legal matter

Promote a legal request to a legal matter when the request needs additional investigation and cross-departmental collaboration that might take more time to resolve.

Before you begin

Ensure you have the Legal Matter Management app installed and the record producer type in the associated intake form set to Request and Matter. For more information, see Add an intake form to a practice area.

Role required: sn_lg_ops.legal_fulfiller

About this task

As a collaborator added to a request, you can access and work on the request just as assignees can. However, you can't modify the Assigned to and Assignment group fields.

Procedure

1. Navigate to All > Legal Request > Legal Counsel Center.
2. Click the list icon ().
3. In the Lists tab, open a legal request by selecting an option under Legal Requests.

   Option	Steps
   As an assignee	Select the Assigned to Me option. Select a request to work on. If the request is newly assigned to you, select Start Work to start working on the request. The state of the legal request is Work in progress and the document is Legal review.
   As a collaborator	Select the Collaborations option. Select a request to work on.

4. To promote the legal request to a legal matter, click Create Matter.
5. In the Create Matter dialog, indicate whether to use a template to create a legal matter.
   • To create a legal matter record with predefined data, such as phases and tasks, select a template name from the Matter template list, and click OK.
   • To create a legal matter record without any predefined data, leave the Matter template field empty and click OK.

Result

• A legal matter is created with details copied from the legal request.
• You (a legal fulfiller or a collaborator) will be added in the Watch list of the legal matter to access it.
• If you selected a matter template, then the matter has predefined phases, tasks, and attributes from the template.
• If the external storage option is enabled, the documents attached to the legal request and stored in the configured external storage are listed under the Documents tab of the legal matter's Artifact record.
  Note:

  Since the documents in the artifact created from the requests are shared, the addition or deletion of any documents in this shared artifact is reflected in both request and matter. Also, the document permission for this shared artifact is managed at the legal request level and not at the legal matter level.