Disable attorney client privilege for legal matter
Disable privileged and confidential status of a legal matter.
Before you begin
Role required: sn_lg_ops.legal_fulfiller
About this task
As a fulfiller or matter owner, you can disable attorney client privilege on a legal matter to remove privileged and confidential status. The remove action is available only when the matter is in the Assigned or Work in progress state. You can not change the Privileged and Confidential status of matters in Closed Complete, Closed Incomplete, or Cancelled states.
Procedure
Navigate to All > Legal Request > Legal Counsel Center.
Click the list icon (
Image omitted: lsd-lcc-list-icon.png
List icon\).
List icon\).
- In the Lists tab, open a legal matter by selecting an option under Matters.
| Option | Steps |
|---|---|
| As an assignee |
The state of the legal matter updates to Work in Progress. |
| As a collaborator |
|
Disable Privileged and Confidential status.
- Click the More actions icon (
Image omitted: more-actions-move-schedule.png
More actions icon\).
More actions icon\).
2. Select **Remove Privileged and Confidential**.
Image omitted: lmm-disable-acp.png
Disable privileged and confidential
Disable privileged and confidential
3. In the confirmation modal enter work notes and select **Disable**.
Result
- The Privileged and Confidential status is removed.
- The assignment group permission is retained as it was before removing the privileged and confidential status.
- Privileged and Confidential field in the secondary header is changed to Disabled.
- In the Privileged Document Access tab, the document permissions is reset to Public.
- Stakeholders are notified of the change.
Parent Topic:Work on a legal matter