A firm's primary attorney can be added to matters for the purpose of searching and cross-referencing. This information is in addition to the client's matter name and number, not a replacement, and does not have to be visible to your client or synced to their servers.
Since the primary attorney will be a timekeeper on the matter, they should already have a Collaborati account. Only active timekeepers can be assigned. If the primary attorney does not have a Collaborati account, you will not see their name in the Primary Attorney drop-down list, and attempting to enter their name causes the matter data to revert back to the previous primary attorney.
- Select the Matters tab from anywhere in the Collaborati application.
The Matters screen opens with a list of client-authorized matter records.
- Select a matter record.
- Click Edit on the right side of the screen under Primary Attorney.
- Type the primary attorney's name; the system automatically attempts to match the attorney with an existing profile and may offer a list of names from which you can choose.
- Click Save.