Add a milestone to a legal matter

  • Release version: Zurich
  • Updated July 31, 2025
  • 1 minute to read

    • Add a milestone to a legal matter to track important calendar events related to the matter.

    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.

    You can track the upcoming milestones in a matter in the Home tab of the Legal Counsel Center.

    Procedure

    1. Navigate to All > Legal Request > Legal Counsel Center.
    2. In the Legal Counsel Center tab, select the list icon (List icon).
    3. In the Lists tab, open a legal matter by selecting an option under Matters.
      OptionSteps
      As an assignee
      1. Select the Assigned to Me option.
      2. Select a legal matter to work on.
      3. If the legal matter is newly assigned to you, select Start to start working on it.

        The state of the legal matter updates to Work in Progress.
      As a collaborator
      1. Select the Collaborations option.
      2. Select a legal matter to work on.
    4. To add a milestone, in the Milestones tab, click New.
    5. In the Name field, enter a unique name for the milestone.
    6. In the Due date field, select a date by which the milestone should be accomplished.
    7. Click Save.

    Result

    A milestone with the specified due date is created.