How to: Accept or reject a project

In-house counsel can offer projects to their external law firms through Dazychain. The law firms have the option to accept or reject an offer. 

To accept an engagement:

1. You will get an email notification alerting you to the new project being offered
   Please ensure the "When a field has been updated on the project (status change)" setting is switched on for emails. 
2. Click on the link in the email, this will take you through to the project. The status is Offered.
3. Review the project being offered - review the Details, Deliverables and Attachments tab to ensure all information is reviewed
4. Click on Accept to accept the offer, this will change the status to In Progress.  If there is a conflict, please click on Reject to reject the offer of work
   Rejecting a project will notify the in house counsel and remove the project from your list
   
   
   
   
5. Any deliverables that were offered with the project will be automatically accepted. Any deliverables offered after you have commenced the project will show up as Offered and will need to be accepted individually
   
   
   
   
6. To add collaborators from your law firm, click on the Collaborators tab. Groups or individual users can be added

Tips: 

• Setting up filters in the Worklist and Projects screens to view Offered work is a great way to monitor incoming work
• Receiving groups can be set up so only specific people get notified of incoming work (speak to your Account Manager to configure this)
• Law firms can create deliverables and offer them to their clients, this is useful for requesting further documentation or assigning work back for review