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Firm setup

Pending evaluations

The Pending Evaluations page shows the outside counsel evaluations assigned to you. These include firm-level evaluations and individual matter evaluations.
To open your list of pending evaluations:
  1. Select
    Home
     then
    Action Items
    .
  2. Select the
    Pending Evaluations
     square.
    note
    A red dot appears beside the due date for any evaluations that are past due. You can also open your pending evaluations from the navigation menu by selecting
    Firms
     then
    Pending Evaluations
    .
  3. Use the
    Firm
     and
    Evaluator
     dropdowns to filter the evaluations that appear in the list.
    note
    When accessing the page from the link in the menu, company system administrators see the complete list of the pending evaluations. The list includes the firm-level evaluations that were created manually using the request firm evaluation functionality, and matter-centric evaluations that were created automatically by the system based on the Outside Counsel Evaluation Options in the matter type template.
  4. To open the evaluation survey, select the link in the
    Due date
     column. The matter evaluation page opens, and you can complete the evaluation.
    note
    The lead outside counsel is the default attorney on the evaluation for leaf firms. The attorney can be changed, or removed from the evaluation.
  5. To send a reminder, select the checkbox next to the evaluation and select the
    Send Reminders
     button. An email will be sent to evaluators to notify them of the pending evaluation requests.
  6. On the toolbar, select
    Save & close
    .

Reassign an evaluation

  1. Select the checkbox next to the evaluation.
  2. Use the
    Evaluator
     dropdown to select the new evaluator.
  3. A prompt will appear, asking you to verify your selection. Select the
    Change evaluator(s)
     button to verify your change. The new evaluators will receive an email notification.

Send an evaluation reminder

  1. Select the checkbox next to the evaluation and select the
    Send Reminders
     button.

Delete an evaluation

  1. Select the evaluations to delete.
  2. Select the
    Delete
     button.

This article applies to:

  • Product: Legal Tracker,Legal Tracker
  • Subject: Setup,Reports
  • Audiences: Company,Company