Legal Team Member Assignment

Assign legal team members to unassigned advisory tasks and check the current workload by member.

1. Assign Legal Team Members to Unassigned Advisory

• In Assigned to Legal Department > Unassigned Advisory, you can view advisories that require assignment to a legal team member.

• Click an Name of Advisory Request to view the advisory request details.

• From the list, you can select an advisory and assign it to a legal team member or reject the assignment.

2. Tracking Legal Team Members’ Work Status

• In Assigned to Legal Department > Work Status by Legal Team Member, you can check the work status for each legal team member.

• Use filters by date or assigned person to view specific work details.

• Progress is displayed in a summary table for a clear overview.

• Click [Show Details] to open a pop-up with a detailed breakdown of each legal team member’s assigned work.