Open the client, click Client Settings, find Owner under People, and click Hand off. Sharing keeps a file yours; handing off moves conduct of the matter entirely.
- Pick the colleague taking the file and add an optional note.
- Leave Keep me on this file as a collaborator ticked if you are staying involved.
- Confirm the handoff.
The file’s match alerts, calendar sync and task defaults all follow the new owner from that moment.
Note: You can only hand over files you hold; moving a colleague’s file off them is admin-only.