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Change Legal Staff Matter Role

To change a Legal Staff member’s role on a matter, take the following steps: 

- Access the matter 
- On the Legal Team tab, click Swap Assignments
- Select the current Team Member’s name in IN HOUSE TEAM MEMBER drop down 
- Choose the Primary role in SWAP WITH / MOVE TO drop down 
- Click Save

Note: In order for the Primary role to be available for this individual, their profile must be enabled to Function as a Lead Attorney. This option is found on the user’s Site Access menu of their Legal Staff profile under the Invoice Authorization area.


LT-change matter role-1_mp.jpg

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