This article explains how to assign an assignee and secondary assignee to a matter in LegalOn.

Ways to assign assignees

You can assign owners from either of the following screens:

Matters without a primary assignee appear under the [Unassigned] tab in the matters list.

Assign assignees from the Matters list

Open the [Matters] list.
Click the [Unassigned] tab.
Click the [Assignee] or [Secondary assignee] field of the target matter.
Select users from the dropdown list.

You can assign 1 assignee and up to 5 assignees per matter.

Open the [Matters] list and click the relevant matter.
In the [Matter information] section, click the [Assignee] or [Secondary assignee] field.
Select users from the dropdown list.

Same as above: 1 assignee and up to 5 assignees may be selected.

Once assignment is complete, notification emails will be sent to the assigned users based on their personal notification settings.

Assigned users will receive an email when a matter is created or when they are assigned to it.