Assigning a predefined team to a matter record is perhaps the fastest and most efficient way to associate individuals to matters. Teams may be established based on expertise, location, or by balance of workload. Assigning a predefined team to a matter also provides extra support when adding new department personnel or making substitutions.

If a new person joins the Legal department, site administrators can run a script that will assign that person to every open matter that has a specific team assigned to it. Site administrators set up predefined teams through Application Administration based on the needs of your department or company.