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Work on a legal matter › Use › Legal Matter Management › Legal Service Delivery › Legal and Contract Operations › Employee Service Management
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Associate an existing legal matter with a legal request

Associate an existing legal matter with a legal request that is similar to provide helpful information in resolving the request.

Before you begin

Role required: sn_lg_ops.legal_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

  1. Navigate to All > Legal Request > Legal Counsel Center.

  2. In the Legal Counsel Center tab, select the list icon

Image omitted: lsd-lcc-list-icon.png
List icon.
  1. In the Lists tab, open a legal request by selecting an option under Legal Requests.
OptionSteps
As an assignee
  1. Select the Assigned to Me option.
  2. Select a request to work on.
  3. 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
  1. Select the Collaborations option.
  2. Select a request to work on.

  1. To associate an existing matter, in the Legal Matters tab, click Add.

  2. In the Add Legal Matter dialog box, select a legal matter you want to add to the request and click Add.

Result

The selected legal matter is associated with the legal request and shows up in the list in the Legal Matters tab.

Parent Topic:Work on a legal matter