Skip to main content

Solutions

Products

Recommended products

Questions? We are here to help.
Contact us

Purchase

Questions? We are here to help.

Resources

Working with Firms

Firm evaluation requests

Outside counsel evaluation requests are created for in-house attorneys that are lead company person on matters where the selected firms are either lead firms or participants. The lead in-house attorneys or their delegates receive the request and a notification email.
Firm-level evaluations are also recommended for matter types with a high number of matters, such as IP filings, to avoid overwhelming in-house attorneys with requests to evaluate each individual matter. In these scenarios, set both Outside Counsel Evaluation Options in the respective matter type template to No.
note
  • The evaluation request email notification is based on a standard template. System Administrators can customize the content of this email be selecting
    Settings
    ,
    Features setup
    , then
    Email Templates
    .
  • Evaluation requests can only be created for a firm if the setting is enabled on the firm's profile. The setting can also be enabled using the Bulk Update feature
  1. Select
    Firm
     then
    Our Firms
    .
  2. Mark the checkboxes for the firms you want to request an evaluation from.
    note
    You can use filters to easily find specific terms.
  3. Select
    Select Action
    , then
    Request firm evaluation
    .
  4. In the
    Reason
     field, enter an explanation of the reason for the evaluation. You can use this field to provide more context to survey responders.
  5. Select calendar in the
    Due date
     field and choose a date.
  6. If you want to send an email notification to the lead in-house attorney, be sure the
    Send email notifications
     box is marked. The in-house attorneys will receive one email notification including all the evaluation requests listed under their name on this page.
  7. Verify that the checkboxes next to the evaluation requests you want to send are checked. By default, all boxes are marked.
  8. You can use the
    Delegate evaluation request
     dropdown next to a request to send the request to another user. The default selection is the lead in-house attorney, but the list of users provided in the dropdown includes the company users that are matter participants for any of the matters included in the
    Matters
     column.
  9. You can select a link in the Matters column to open a panel that lists the individual matters.
  10. Select
    Send requests
    .

This article applies to:

  • PRODUCT: Legal Tracker,Legal Tracker
  • Audiences: Company,Company

Related Content