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

• Access the matter
• On the right side matter menu, click Corporate Staff
• Click Legal Team
• Click Swap Responsibilities (top menu)
• Choose the current Team Member’s name in PERSON A drop down
• Choose the Primary role in PERSON B drop down
• Check the appropriate boxes for your needs
• Click Process Role Exchange

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 tab of their Legal Staff profile under the Invoice Authorization area.