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How Do I Add a Responsible Attorney to a Matter?

Objective:

  • Find the Responsible Attorney Field
  • Record who the Responsible Attorney for the Matter is

Environment:

  • Clio Manage

Additional Information:

You can only select a paid Attorney User in the Clio Account

Procedure:

  1. Open the Matter in question
  2. Click Edit
  3. Find the Responsible Attorney field and select the Attorney of your choice
  4. Click Save Matter at the bottom of the page

 

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