KCS - Can I Add a Non-Attorney User as the Responsible Attorney to a Matter?

Objective:

  • Does a User need to be an Attorney to be set as a Responsible Attorney on a Matter?
  • Who can I make a Responsible Attorney?

Environment:

  • Clio Web App

Additional Information:

n/a

Answer:

Yes, any Firm User can be made a Responsible Attorney for a Matter.

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