Assign a legal request through Mobile Agent

As a legal group manager or a practice area lead, assign a legal request to a legal department's member to work on.

Before you begin

Role required: sn_lg_ops.legal_fulfiller

About this task

When an employee submits a legal request, it is automatically assigned to a group or user in the legal department based on the assignment rules configured for the intake form of the associated practice area. If the request is assigned to a legal group, any member from the group can triage the request themselves or assign it to another member of the group.

Procedure

1. In the Mobile Agent, navigate to the Practice Area Work list.

2. Tap Unassigned Requests to open the list of unassigned requests.

3. Tap a request item to assign it to a legal department's member.

4. In the Details tab, tap Assign.

5. In the Assigned to list, select the user to whom you want to assign the request.

6. Tap the submit icon (

Result

The legal request is assigned to the selected user. The state of the legal request changes to Assigned.