Use the Involved/Assignees page to assign or change the designated team leader for a matter. You can change the primary assignee at any time.

Note: If you are working with Advice and Counsel matters, the link in the left pane and the page name is Assignees.

To change the primary assignee in a matter

1.Search for a matter and open it. 2.In the left pane, click the Involved/Assignees link. 3.Click Edit. The page opens in edit mode. Assignees Section with Primary Designation 4.In the Primary column, select the radio button for the user that you want to set as the main assignee. 5.Select a save option.

On the Involved/Assignees page for a matter, the primary assignee is indicated by an asterisk.

Matters Assignees Page - Read-only Mode