📌 How to View a Matter Request
1️⃣ Navigate to the Matter Requests Page
- Go to Menu > Matter Management > Search Matter Request.
2️⃣ Locate the Matter Request
- Use filters if needed to search for a pending request.
✏️ How to Review a Matter Request
| Step | Action |
|---|---|
| 1️⃣ Open the Request | Click on the Matter Reference of the pending request. |
| 2️⃣ Review Details | Read through the request details to ensure accuracy. |
| 3️⃣ Approve or Reject | Click Approve to open the matter OR Reject to deny the request. |
| 4️⃣ Post-Approval Actions | After approval, you will be directed to the Matter Overview page, where you can add or edit details. |
| 5️⃣ Notify the Vendor | Vendors will receive an email confirmation once the matter is approved or rejected. |
🔍 Tracking Approved & Rejected Requests
- Approved Matters – Search for the matter in Menu > Matter Management > Search/Add Matters.
- Rejected Requests – Change the Status filter in Search Matter Request to Rejected to view past rejections.
🚀 Additional Notes
✔ Updating Matter Details – Matter requests cannot be edited by vendor users once submitted. If changes are needed before approval, the request must be rejected, and the law firm must resubmit it. Matter details can be edited after the matter request is approved on the Matter Overview page.
✔ Accidental Rejections – If a matter request is rejected by mistake, it cannot be reverted. The law firm will need to submit a new request.
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