Disable attorney client privilege for a legal request
Disable attorney client privilege for a legal request.
Before you begin
Role required: sn_lg_ops.legal_fulfiller
About this task
As a fulfiller, you can disable Privilege and Confidential status for a legal request to remove privileged and confidential status. The remove action is available only when the request is in the Assigned or Work in progress state. You can not change the Privileged and Confidential status of requests 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 request by selecting an option under Legal Requests.
| Option | Steps |
|---|---|
| As an assignee |
The state of the legal request is Work in progress and the document is Legal review. |
| 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: lr-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 marked as Public.
- Stakeholders are notified of the change.
Parent Topic:Work on a legal request