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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Set up Outside Firms for Legal Invention Disclosure

Configure Outside Firm records to enable the assignment of outside counsels to review and process the patent filing of Legal Invention Disclosure requests.

Before you begin

Role required: sn_lg_matter.matter_config

Procedure

  1. Navigate to All > Legal Matter > Outside Counsel Setup > Setup Outside Firms.

  2. Select New.

  3. On the form, fill in the fields.

    FieldDescription
    Outside Firm NameName of the outside firm.
    DescriptionDetailed description about the outside firm.
    Office NameName of the office of the outside firm.
    Street AddressAddress of the outside firm.
    PO Box numberPost box number of the outside firm.
    CityCity where the outside firm is located.
    State/ProvinceState or province where the outside firm is located.
    CountryCountry where the outside firm is located.
    ActiveOption to make the Outside Firm record active.
  4. Select Submit.

What to do next

Set up Outside Counsels for Legal Invention Disclosure

Parent Topic:Configure Legal Invention Disclosure