Associate a Primary Attorney for a Matter
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, that person should be listed as a timekeeper in Collaborati. Only active timekeepers can be assigned. If the primary attorney is not listed as a timekeeper in Collaborati, 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 an office.
- 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.