How do I assign clients from the firm pool to someone?

Use the Firm view of the Clients page. Any member can do this: a file nobody holds has nobody to lose it.

1. Switch the Clients page to Firm.
2. Open the Filter dropdown and choose Unassigned. This shows files with no solicitor, including any whose solicitor has left the firm; those behave just like pool files.
3. Tick the files, then click Assign to me to take them yourself, or Assign… to pick a colleague.

Assign to me is instant, no approval needed. Assigning to a colleague puts the files straight on their list, and they’re notified. Either way, match alerts and calendar sync for those files start flowing to the new solicitor.

Note: The firm pool page does the same job; use whichever is closer to hand.