Routing slips are a way of bringing either matter records or matter documents to the attention of an individual from whom an action or response is needed. Routing slips are typically accessed by legal staff, but Key Personnel users can take action on Routing Slips if they have viewing/editing permissions enabled.
When an individual assigned to a routing slip is not already on the matter's Legal team, that individual is still included in a routing slip role. This enables them to view the matter and its documents, regardless of work group settings, and to respond to routing slips for that matter. Once the routing slips have been removed, individuals in a routing slip role that were not previously assigned to the matter are removed from the matter record.
The Routing Slip tab in a matter screen allows Lawtrac users to access document routing slips without having to access Document Management. If a routing slip exists for the matter that has yet to be reviewed, an exclamation point (!) appears in the tab.
Note: If there are no documents associated to a matter, you do not have the option to create a document routing slip. Assign a document to the matter by uploading a document in the matter record's Document Management tab.
- —Review matter records
- —Edit or update routing slip