How to Add Co-Counsel into Matter?

Modified on Mon, 17 Mar, 2025 at 4:47 AM

Follow these steps;

  1. Select Matter that you want to add Co-counsel.
  2. Click on Share button.
  3. Look at 'Select contact to Share with'. Start typing the Contact name in the Contact field. It will automatically search in your Contact list. You can click on any name display in the list. You can also select more than one Contact.
  4. Then click Share green button under the Contact field.
  5. Once you added the Contact as Co-counsel, his/her name will be displayed next to the Contact field.
  6. You have the option to include Co-counsel rate by ticking the checkbox 'Use co-counsel rate'.
  7. Lastly, click Add Co-counsel button to finalize this. This person will receive email invitation to login to Ligalis to access the Matter.

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