Use the Related Advice page to view, add, or edit Advice and Counsel matters that are related to Dispute or transaction matters. If necessary, you can also use this page to create a new Advice and Counsel matter and relate it to a Dispute or transaction matter.
Advice and Counsel given by legal staff is often related to a Dispute or transaction matter. For example, a dispute may originate with the notification of some activity prior to the filing of a lawsuit or formal notification of a claim by requesting legal advice.
You can track this association in TeamConnect Legal by selecting the existing Advice and Counsel record from within a Dispute or transaction matter. This creates a relationship between the two matter records.
You can also create a new Advice and Counsel record from within the dispute or transaction so that all of the related Advice and Counsel notes and documents are listed within associated Dispute or transaction matter.
You can perform the following tasks when you are working with the Related Advice page:
Relating Advice and Counsel Matters
Use the Related Advice page to relate an Advice and Counsel matter to a Dispute or Transaction matter.
1.Search for a Dispute or transaction matter and open it. See Searching for Specific Records for more information. 2.In the left pane, click the Related Advice link. 3.Click Edit. 4.In the Related Advice and Counsel Matter field, click the Find  icon to locate the appropriate Advice and Counsel matter. 5.Select the Advice and Counsel matter that you want to relate to this record. You are returned to the Related Advice page and the selected matter appears in the Related Advice and Counsel Matter field.
6.In the Comments field, enter additional details. 7.Click Add. The selected Advice and Counsel record is now related to the selected matter and appears on the Related Advice page of the selected Dispute or transaction matter.
8.To additional relationships, repeat steps 3 through 6. 9.Select a save option. |
Editing Related Advice and Counsel Records
Use the Related Advice page of a Dispute or Transaction matter to edit a related Advice and Counsel matter.
1.Search for a Dispute or transaction matter and open it. See Searching for Specific Records for more information. 2.In the left pane, click the Related Advice link. 3.On the list view, in the Related Advice and Counsel Matter column, click the link of the Advice and Counsel record that you want to modify. The Advice and Counsel matter opens to its General page.
4.Make any necessary changes. 5.Select a save option. The Advice and Counsel record is updated.
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Modifying Related Advice Comments
Use the Related Advice page of a Dispute or transaction matter to modify the Comments field of a related Advice and Counsel record.
1.Search for a Dispute or transaction matter and open it. See Searching for Specific Records for more information. 2.In the left pane, click the Related Advice link. 3.In the Action column, click the edit icon  for the Advice and Counsel matter that you want to change. 4.Modify the text in the Comments box above, and then click OK. 5.Select a save option. The Advice and Counsel comments are updated.
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Removing Related Advice and Counsel Matters
You can remove an Advice and Counsel matter from a Dispute or transaction matter.
1.Search for a Dispute or transaction matter and open it. See Searching for Specific Records for more information. 2.In the left pane, click the Related Advice link. 3.Click Edit. 4.In the Line column, check the boxes of the Advice and Counsel matters that you want to remove from the selected matter. 5.Click Remove. The selected Advice and Counsel matters are removed.
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