Ask for it from the Firm view of the Clients page. Everyone in the firm can already open and work on every file. A transfer moves the allocation: whose match alerts fire, whose calendar the court dates sync to, and whose name signs generated documents.
- Switch the Clients page to Firm and tick the file, or several.
- Click Request transfer in the bar that appears, add a short note if you like, and send.
The holder gets one notification covering everything you asked for. Either they or a firm admin (owner, co-owner or admin) can approve or decline it.
While you wait
The row shows a Requested chip. If you change your mind, select the row and click Cancel request. A request nobody answers lapses quietly after 14 days.
When it’s answered
You’re notified either way, with the reason if one was given on a decline. On approval the file’s alerts, calendar sync and document signing all move to you; the previous holder keeps nothing, and the file simply leaves their list. If a colleague asked for the same file and was approved first, you’re told where it went.