Firm admins can bulk-move clients between members from the Firm Console, for example when someone changes role, goes on leave, or hands off a matter group.
- Open the Firm Console and go to Members.
- Click the source member, then the Clients tab.
- Tick the rows you want to move. A toolbar appears showing N selected · Move to….
- Click Move to…. Pick the destination member, optionally keep the source as a collaborator on the moved clients, add a reason, and confirm.
Each moved client appears on the destination member’s list immediately, both lawyers get an in-app notification, and each move is audited individually in the firm activity feed.
Note: For a member leaving the firm entirely, use the departure flow at Members → [member] → Departure instead, which walks both parties through stay/take decisions client by client.