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Predefined Team

The Predefined Team hyperlink in the Legal Team sidebar allows users to assign a Legal team from a list of predefined groups rather than add individuals one-by-one.

Predefined Team

Predefined teams are initiated by your site administrator in Application Administration.

To assign a new predefined matter team:

  1. Click the radio button radio button next to the name of the desired group.
    1. To assign individuals to your Legal team one-by-one, select Predefined Team Not Required For This Record. You can then start adding to your Legal team by clicking Add Individual in the Legal Team sidebar.
  2. Click Save.
    Select a Predefined Team
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