Objective:

• Can I change the Responsible Attorney on multiple Matters at once?
• How do I bulk update Responsible Attorneys?
• Is it possible to change Responsible Attorney on all Matters?

Environment:

• Clio Manage

Additional Information:

• For instructions on how to bulk reassign Responsible Attorney for Matters, please click here.

Answer:

Yes, you are able to bulk reassign the Responsible Attorney for Matters.