Skip to main content
All CollectionsProduct Support and How to?Clients and Matters
How to Change the "Responsible Attorney" on a Matter
How to Change the "Responsible Attorney" on a Matter

A step-by-step guide to reassigning responsible attorney on a matter

Jay Sanchez avatar
Written by Jay Sanchez
Updated over a month 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, go 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.

Did this answer your question?