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Legal Team

The Legal Team section of a matter record allows users to assign members, swap assignments, adjust roles and manage key personnel.

Access this page by clicking the Legal Team tab at the top of the matter record.

Legal Team Page

Edit the Matter Team

  1. Click on the team member's name (highlighted in blue font) or the orange edit icon icon to view the member's detail.
  2. Add remarks by typing in the available text box or set a contract reminder by toggling the switch to green green switch.
  3. Click save button smto confirm changes, or close x white to minimize the detail and cancel changes.
  4. Release a team member from a matter by clicking the release button button.

Legal Team Member Information

Additional Options:



Add Individual

Assign a Lawtrac user to the matter record using options from the drop-down lists.

Swap Assignments

Move assignment responsibilities between members.

Released List

View a list of released individuals.

Active List

View a list of active individuals.

Invoice Approval

View default approval chain, or set an alternate approval chain using options from the drop-down list.

Predefined Team

Assign a team from a list of predefined groups by clicking the radio button (radio button).

Key Personnel

View key personnel and assignment details, add or release a key person.

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