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.

Related Articles:

• Adding and Removing System Users (Admin)
• Reassigning System Users (Admin)
• Editing a Matter
• Editing Contact Information While Viewing a Matter