Skip to main content
Mitratech Success Center

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

  • Was this article helpful?