Engage with outside counsel › Work on a legal matter › Use › Legal Matter Management › Legal Service Delivery › Legal and Contract Operations › Employee Service Management
Submit outside counsel engagement request for approval
As a legal fulfiller, submit an outside counsel engagement request for approval.
Before you begin
Role required: sn_lg_matter.matter_fulfiller, sn_lg_ops.legal_fulfiller
Procedure
- Open a legal matter.
| Method | Action |
|---|
| Using Legal Counsel Center homepage | - Navigate to All > Legal Request > Legal Counsel Center
- Select the View All option on the Matters widget.
- Select the Outside Counsels tab.
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| Using Legal Counsel Center lists | - Navigate to All > Legal Request > Legal Counsel Center
- Select the list icon (
Image omitted: lsd-lcc-list-icon.png List icon).</li> - In the Lists tab, navigate to Matters > All.
- Select the Outside Counsels tab.
|
| Using platform view | - Navigate to All > Legal Matter > Matter > All
- From the list, open a legal matter.
- Navigate to Outside Counsels tab related list.
|
From the list, open the outside counsel engagement request.
Select Submit for Approval.
Parent Topic:Engage with outside counsel