How do I assign or change the fee earner on a file

You can update the Responsible, Managing, or Assistant employee on a file at any time by following the steps below:

Steps:

1. Open the file
   Go to the matter you wish to update.
2. Go to the Details tab
   Locate the fields on the right-hand side labelled:
   • Responsible employee
   • Managing employee
   • Assistant employee (if used)
3. Update the employee
   • Click the X next to the existing name to remove it.
   • Start typing the name of the new employee in the field.
   • Select the correct name from the dropdown list.
4. Press Save
   Don’t forget to click Save to apply the change.

This ensures the correct team member is recorded as the fee earner or file owner, and their name will display in relevant reporting and correspondence fields.

This updates time entry and billing defaults going forward.