Assign delegates to perform tasks on your behalf

Delegates are the representatives you assign to complete work on your behalf. You might want to think of using delegates as a way to share your system access with another user in a different role. For example, if you are a timekeeper with a Working Attorney role, you can assign a delegate with a Support Staff role to let the delegate submit and release time entries for the work you have completed on matters.

Note: Delegates to add, manage, and release time are automatically created for users who have primary timekeeper access to selected attorneys in LMS. These delegates are synced to SurePoint Cloud and the SurePoint Mobile app based on the attorney settings for each user in LMS V available under the Options > Security > Users menu, and the delegates are listed on the Delegates screen for the timekeeper when they are logged into SurePoint Cloud.

Open the Account menu and then click Delegates. You can also click Account and then click Delegates on the Home screen or click on any other screen and select Delegates under Account.

The Delegates screen appears.

Add a delegate

On the Delegates screen, click + Delegate.

A new delegate row is added to top of the list.

Select the Feature to delegate. You can only delegate the features you have access to from your assigned user role.

Features that can be delegated

Feature	Delegate will be able to:
Add actions and attachments to formal search results	Add actions and attachments to formal conflict search results for you
Add and manage general time entries	Add, edit, delete, copy, combine, transfer, and export general time entries for you
Add and manage time entries	Add, edit, delete, copy, bulk change, combine, transfer, and export time entries for you Note: You must be a timekeeper to delegate 'Add and manage time entries' access to another user.
Add parties, perform formal searches, and review results	Add formal conflict searches, edit parties in Not Started formal searches, or complete formal searches for you
Add waivers and attachments	Add waivers and attachments and apply waivers to or remove waivers from formal conflict search results for you
Export formal search results	Export formal conflict search results for you
Export informal search results	Export informal conflict search results for you
Manage configuration settings	Manage SureClear settings and configure the conflict search engine for you
Perform informal searches	Add, save, re-run, edit, and delete informal conflict searches for you
Release time entries	Release time entries for you Note: You must also have full 'Add and manage time entries' access to delegate 'Release time entries' access to another user.
Work with firm autotext	Add, edit, and delete the autotext shortcuts configured for the entire firm

Select the Delegate user to perform tasks associated with the selected feature on your behalf. Only users with your same access level to the selected feature are listed.
Select a Start Date for the delegation. Today's date is selected by default.

Optionally select an End Date if the delegation is only needed for a specific time period.
Click to save the delegate.
To change the start or end date for a delegate, click next to it. Make any changes and then click . You can only edit these dates if they are set to the current day or a day in the future.