How do I reassign a client to another lawyer?

Firm admins (Owner, Co-Owner, Admin) can move a client’s owner from one lawyer to another without going through the departure flow.

Single client

1. Open the client, click the … (More options) button and choose Edit Client.
2. Go to the People section and click Reassign next to the owner’s name.
3. Pick the new owner from the firm-member list.
4. Optionally tick Keep [previous owner] as a collaborator if you want the prior lawyer to retain access to the file.
5. Add a reason (optional) and click Reassign client.

The new owner and previous owner both get an in-app notification. The reassignment is logged to the firm activity feed.