Answer
Nov 13, 2016 - 11:58 PM
Yes, however only matter participants who have a matter role of matter administrator for the matter can change the lead company person and the lead outside counsel for the matter. If you have the appropriate role described above and need to change the lead outside counsel for a matter, do the following:
1. Mouse over the Navigation Panel, click Matters then Matter List.
2. Click the name of the matter for which you need to change the lead outside counsel.
3. Click Edit. Find the field for the lead company person or lead firm person, and click Select. Once you have selected the new lead person, click Save & Close. If this person is not already a participant in the matter, they are automatically added to the matter. When a new Lead Outside Counsel is selected for a matter, the prior lead outside counsel is not automatically removed from the matter. If you need to remove the prior lead outside counsel from the matter.
Helpsite link: https://trackerhelp.serengetilaw.com/TrackHelp_LF/Content/0734Hlp/lfAdm/lfGen/l
f_2565-ChangingLeadCounsel.htm
1. Mouse over the Navigation Panel, click Matters then Matter List.
2. Click the name of the matter for which you need to change the lead outside counsel.
3. Click Edit. Find the field for the lead company person or lead firm person, and click Select. Once you have selected the new lead person, click Save & Close. If this person is not already a participant in the matter, they are automatically added to the matter. When a new Lead Outside Counsel is selected for a matter, the prior lead outside counsel is not automatically removed from the matter. If you need to remove the prior lead outside counsel from the matter.
Helpsite link: https://trackerhelp.serengetilaw.com/TrackHelp_LF/Content/0734Hlp/lfAdm/lfGen/l
f_2565-ChangingLeadCounsel.htm
