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 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.