Assign a Lead Attorney
The Lead Attorney is the firm user responsible for a case. Their name appears on invoices, and they receive case notifications.
You can also set the Lead Attorney when you create a case or when you edit a case through the Edit Case form.
To assign or change the Lead Attorney on an existing case:
Open the case.
In the right rail, click the Lead Attorney field.
Search for and select a team member.
The field updates immediately.
Note: If the assigned attorney is removed from the firm, the Lead Attorney field will show as unassigned. Update it to ensure billing and notifications route correctly.
Tip: You can update the Lead Attorney at any time by clicking the field directly in the right rail. You do not need to open the full Edit Case form.
Related: Create a Case · Edit a Case