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Missing Leadership

The Missing Leadership hyperlink in the Morning Report sidebar allows users to view matter records that do not have a Lead, Paralegal, or Administrative role assigned.

The page opens to the default Lead role missing list; use the buttons at the top of the list to view matter records with missing Paralegal roles, or missing Administrative roles.

Matter Records with Missing Positions

To add a role to a matter record and remove it from the Missing Leadership page, click on the matter number. You are redirected to the matter record's primary information page. Click the Legal Team tab and select Add Individual from the Legal Team sidebar.

Add a Role to Legal Team

Select a role from the top drop-down list, then select an individual from the second. If applicable, click the checkbox to have reminder emails sent to the individual, then click Save. Repeat this process for all roles.

For a further explanation of the Legal Team Roles, see the Legal Team section in the Matters Module.

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