How can I edit the wrongly entered responsible attorney?
1. Click on the Matters tab present on the nap bar.

2. Click on the Matter for which you want to edit or change the responsible attorney.

3. Click on the pencil icon appearing on the right side of your screen.

4. A Matter Details form will open, Go to the Responsible Attorney field select the desired attorney from the drop-down, and click on the Save button.

Related Articles
How I can edit the wrongly entered practice area?
1. Click on the Matters tab present on the nap bar. 2. Click on the matter you want to correct the wrongly entered practice area. 3. Click on the pencil icon appearing at the right side of your screen. 4. You'll find the practice area column, where ...
Can I get an option to mention a responsible attorney for the particular motion?
1. Click on the Matters tab present on the nap bar. 2. Click on the matter in which you want to mention a responsible attorney for the particular motion. 3. Go to the Motions tab and click on the pencil icon present on the right side next to the ...
How do I edit a task?
Open the Tasks module. Locate the task you want to edit (use search or filters by status, priority, or assignee). Click the task title or the Edit icon next to it. Make the necessary changes (title, description, due date, priority, assignee, or ...
How do I edit an existing account’s details?
Locate the account in the list of accounts. Click the Edit (pencil) icon. Update the required fields. Click Save to apply the changes.
How can I Edit Contact?
1. Click on the Contacts tab present on the nap bar. 2. Click on the pencil icon in the details of the contact you wish to edit & update the details that appear on the screen such as company, email address number, another address if any, 3 - Click on ...