Help Center

Changing Who a Matter is Assigned To

You can change the assigned staff member associated with a case. For example, you may have a user who no longer works for your firm, and you need to reassign their matters to a different staff member.

 

To do this:

  1. In Actionstep Practice Management, view the matter you need to update. (See Editing a Matter for help.)
  2. Click the information icon next to the matter title.
    A pop-up window appears.
  3. Click Edit The Edit Matter Properties window appears.
  4. Click the Assigned to drop-down list and choose a different user.
  5. Click Save to save your changes.

NOTE:  To reassign multiple matters in bulk, see Reassigning System Users (Admin).

 

Additional Resources:

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