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Use the Involved/Assignees page in the left pane to add assignees and their roles to a matter. Roles are the responsibility that each assignee has in a matter, such as attorney or accountant.

Note: If you are working with Advice and Counsel matters, the link in the left pane and the page name is Assignees.

Matter Management provides the following default assignee roles in the Roles drop-down list:

Administrative Assistant

Associate General Counsel

Attorney

Invoice Approver

Paralegal

You may see additional roles that are provided based on your company's needs.

Notifying Matter Assignees

If email notification is enabled, each of the users assigned to the matter receives an automatically generated message to inform them of their assignment. If you assign yourself to a matter, you will not receive an email notification. You only receive email notifications if you are assigned to a matter by someone else. See Setting Up Email Notifications.

Assignees Page Field Descriptions

The table below contains the default fields for the Assignees page. The fields that you see may vary based on your system settings and assigned rights. Field descriptions are listed in alphabetical order and may display in a different order in the application.