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Lead Position

One of two required positions, the Lead position within the matter record, also referred to as "Attorney", is reserved for the individual who is responsible for managing the matter and reporting the status of the matter to your corporate/company hierarchy. This person must have invoice approval authority for at least one dollar ($1).

The person in this position will be automatically notified when the matter is updated, either by individuals within the Legal department or outside counsel, and when financial considerations are updated (invoices or budgets received).

This position is based on the premise that the authority to conduct business within the matter can be delegated to others, but never the responsibility for the matter.

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