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[New] How to edit Matter information

Updated over 2 weeks ago

This article explains the features of the new LegalOn. For information on the current version’s product features, please refer to this page.

This article explains how to edit matter and request information within LegalOn.


Edit Request information

  1. Go to the [Matters] list and select the matter you want to edit.

  2. In the Request information section (upper left), click [Edit].

  3. Make the necessary changes and click [Save].

Edit Matter information

From the Matter detail page

You can edit the following fields from the [Matter information] section:

Field

Description

Matter type

Choose a type to help categorize the matter. Enables filtering on the matter list. See [How to search for Matters using Tabs and Filters] for details.

Matter status

Select a status. Administrators can customize status options. See [How to add, edit, and delete Matter statuses].

Assignee

Assign a user responsible for the matter.

Secondary assignee

Assign additional users if needed.

Requesting department

Choose from registered departments. See [How to manage your departments].

Requester

Defaulted to the form submitter or email sender. You can select:

  • LegalOn users (*1)

  • External contacts (non-users with Viewer access that you’ve previously communicated with)

Due date

Set a due date.

Workspace

Select the workspace for matter files. See [[Workspace management: Creation and editing by IT Administrators].

Custom attributes

Populate any matter-specific custom fields. See [How to manage Matter custom attributes].

From the Matter list page

The following fields can also be edited directly from the matter list:

  • Assignee

  • Secondary assignee

  • Matter status

  • Due date

  • Requesting department


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