Can I Bulk Edit Matters to Change Responsible Attorney?

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.

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