Accepting a matter manager assignment

What happens when a matter manager is assigned to a matter.

Chinmayee avatar
Written by Chinmayee
Updated over a week ago

When a matter manager is assigned to a matter, the assignee will receive an Action item and have the option to accept or reject the assignment explicitly.


If the assignee accepts, he will become the matter manager and 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 matter will be placed back into the intake queue for reassignment.

Note: If the matter was created by a standard user or a contributor and no matter manager was assigned, the matter will hit the intake queue. However, when a legal team member creates a matter, it doesn't go to the intake queue by default. If the user wants the matter to hit the intake queue, it must be assigned to intake upon creation.

Why do we have this process?

By formalizing 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.

Matter Administrators also have the capability to review matters that have been assigned to a matter manager but are still pending acceptance. From the All Matters list, add the 'Manager pending' attribute to display in your grid view.

Once the attribute has been added to the grid, select the "check" option to filter and view the breakdown of matters that are pending matter manager acceptance.

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