CLERK | How To Accept/Reject an Opportunity

Modified on Tue, 22 Jul at 8:10 PM

  1. Navigate to the  “Opportunities” tab on the side bar. 
  2. Click into the relevant Opportunity.
  3. Click on the "Awaiting Response" status bar next to the Opportunity’s name. 
  4. Select "Accepted" or "Rejected" next to the relevant Barrister
  5. Select the "Reason".
  6. You have a "Note" section to expand on your reasonings. 
  7. Click "Save".
  8. The Opportunity has now been "Accepted".


How to Convert an Opportunity into a Matter (Case)

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