Objective:
- Find the Responsible Attorney Field
- Record who the Responsible Attorney for the Matter is
Environment:
- Clio Web App
- Matters
Additional Information:
You can only select a paid Attorney User in the Clio Account
Procedure:
- Open the Matter in question
- Click "Edit"
- Find the "Responsible Attorney field and select the Attorney of your choice
- Click "Save Matter" at the bottom of the page