Skip to main content

Solutions

Products

Recommended products

Questions? We are here to help.
Contact us

Purchase

Questions? We are here to help.

Resources

CoCounsel for Microsoft Outlook

Clone a matter

Do the following to clone a matter:
  1. On the CoCounsel for Microsoft Outlook panel, go to the Manage Matters section and select
    View my records
    .
  2. On the
    My Records
     screen, go to the Actions column in the grid.
  3. Find the matter you want to view, then select the icon with 2 squares.

Create the matter on the
Clone matter
 screen

On the
Clone Matter
 screen, you can do the following:
  1. Select Cloning options. Mark the following checkboxes as necessary to select what to copy:
    • All matter participants
    • All other matter firms and fee arrangements
  2. Enter the following for the matter summary:
    • Short matter name
    • Matter ID
      note
      This ID must be changed to complete the clone.
  3. Enter the matter creation date and matter start date.
  4. Verify firm information. Nothing can be changed in this section during the cloning.
  5. Enter a full matter name, if applicable.
  6. Enter a matter description.
  7. Select the
    Substantive law
     from the dropdown.
  8. In the Organization information section, select the
    Org unit
     and
    Practice group
     from the dropdowns.
  9. In the Spend and Budget section select the
    Matter currency
     from the dropdown.
  10. Review and verify the spending, budget, fees, and expenses.
  11. Select
    Create matter
     when you're done.
  12. If there is duplicate information from the original matter, you'll get an error on the
    Clone Matter
     screen. Correct the issues then select
    Create matter
     again.
  13. When the matter has been successfully cloned, you'll get an alert on the
    My records
     screen.

This article applies to:

  • PRODUCT: Legal Tracker,CoCounsel
  • Audiences: Company

Related Content