Skip to content
Engage with outside counsel › 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

Delete outside counsel engagement request

As a legal fulfiller, you can delete outside counsel engagement request that is no longer required.

Before you begin

Role required: sn_lg_ops.legal_fulfiller, sn_lg_matter.matter_fulfiller

Procedure

  1. Open a legal matter.
MethodAction
Using Legal Counsel Center homepage
  1. Navigate to All > Legal Request > Legal Counsel Center
  2. Select the View All option on the Matters widget.
  3. From the list, open a legal matter record.
  4. Select the Outside Counsels tab.
Using Legal Counsel Center lists
  1. Navigate to All > Legal Request > Legal Counsel Center
  2. Select the list icon (
    Image omitted: lsd-lcc-list-icon.png
    List icon).</li>
  3. In the Lists tab, navigate to Matters > All.
  4. From the list, open a legal matter record.
  5. Select the Outside Counsels tab.
Using platform view
  1. Navigate to All > Legal Matter > Matter > All
  2. From the list, open a legal matter.
  3. Select the Outside Counsels related list.

  1. Select the check box of the outside counsel engagement request that you want to delete.

  2. Select Remove.

    If you are in platform view, select Delete from the Action on the selected rows drop-down.

Result

Outside counsel engagement request statusExternal matter createdDeletion
Work in progress and not integrated with Legal TrackerNoThe Outside counsel engagement request is deleted.
Integrated with Legal TrackerYes- The Outside counsel engagement request and the associated external matter are deleted. - The matter created in Legal Tracker is not deleted.

Parent Topic:Engage with outside counsel