Assigning a Matter

This guide will show you how to assign a matter to a Responsible user (attorney, paralegal, etc.)

Vaughn avatar
Written by Vaughn
Updated over a week ago

First, open a Matter by clicking the Matter Entity on the left side and choosing your Matter.

Find the field for Responsible (some may have options for Responsible Attorney, Responsible Legal Assistant or other, similar fields).

Finally, hit Save in the bottom, right corner.

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