When a matter manager is assigned to a matter, the assignee will now have the option to explicitly accept or reject the assignment.


If the assignee accepts then they will become the matter manager and will be able to continue working on the matter as usual.


If the assignee rejects the assignment then they will be asked to supply a reason for the rejection. 

The original assignor will be notified of the rejection and they can select another person to act as matter manager.

Note: If the matter was created by a law firm / legal service provider on behalf of one of their clients, then the matter will move to the 'Intake queue' for that client so that it won't slip between the cracks and can be reassigned to another matter manager.

Why do we have this process?

By formalising this process we can help to make sure that the matter is getting to the right people as well as wrap various metrics around this to give you some insight when it comes to reporting.

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