Reviewing Matter Requests (For Approvers)

Use this article if you are responsible for approving matter requests.

Where to Find Requests

Go to:

Menu > Matter Management > Search Matter Requests

Step 1: Locate the Request

Use filters to search for:

• Pending

• Approved

• Rejected

Step 2: Open the Request

Click the Matter Reference.

Step 3: Review Details

Confirm accuracy of:

• Matter Name

• Vendor

• Required fields

• Allocations

⚠️ You cannot make any changes to the request details. You will be redirected to the Matter Overview Page, where you can edit details after the matter is approved. 

Step 4: Approve or Reject

• Click Approve to create the matter

• Click Reject to deny

Rejections cannot be reversed. A new request must be submitted.