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Changing the "Responsible Attorney" on a Matter
Changing the "Responsible Attorney" on a Matter

How do I change the responsible attorney on a matter?

Jay Sanchez avatar
Written by Jay Sanchez
Updated over a week ago

To change the responsible attorney on a matter, go to the Matters tab and select the matter from the list.

In the matter screen, got to the “Billing and Rates” tab and click on it.

Click on the three dots at the end of the attorney to be assigned as responsible. In the drop-down menu choose “Make Responsible.”

The change in responsible attorney will show next to the “Responsible Attorney:” at the top of the screen. Click “Save Changes” to save the change in Lean Law.

The change will now be reflected in the list under the Matters tab.

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