Key Personnel
The Key Personnel hyperlink in the Legal Team sidebar allows you to add associates to the matter record, even if they are not a part of the Legal team.
Key personnel are individuals who work for the company but do not belong to the Legal department. They can't see everything that the in-house users see; these settings are managed by your site administrator.
- —Add remarks, ratings, or release them from the matter. Click Save to confirm changes or additions made to comments.
- —Email the individual.
- —Add an internal note.
- —Notifications or access to the matter is enabled. Click to toggle.
- —Notifications or access to the matter is disabled. Click to toggle.
Page |
Function |
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Add an individual to your key personnel list. |
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Active List |
View all active key personnel. |
View all retired key personnel. |
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In-House Team |
View your Legal Team. |