Answer
Nov 14, 2016 - 11:51 AM
To edit the Lead Outside Counsel:
1. Access the matter profile for the matter.
2. Click Edit
3. Under Law Firm Information, for Lead Outside Counsel, click Remove.
4. Click Select in the Lead Outside Counsel field and select the appropriate law firm user from the list.If the Lead Outside Counsel field is not shown, change the Internal-External setting of the matter. For more information, see Matter Setup: Firm Access - Internal and External Matters.
5. Once you have selected the new lead outside counsel, click Save & Close. If this person is not already a participant in the matter, this user (and his or her delegates) will automatically be given access to the matter as a matter administrator, and will be sent a new matter email.
1. Access the matter profile for the matter.
2. Click Edit
3. Under Law Firm Information, for Lead Outside Counsel, click Remove.
4. Click Select in the Lead Outside Counsel field and select the appropriate law firm user from the list.If the Lead Outside Counsel field is not shown, change the Internal-External setting of the matter. For more information, see Matter Setup: Firm Access - Internal and External Matters.
5. Once you have selected the new lead outside counsel, click Save & Close. If this person is not already a participant in the matter, this user (and his or her delegates) will automatically be given access to the matter as a matter administrator, and will be sent a new matter email.
