How does the departure data split work when a member leaves?

When a member leaves your firm, their clients need to be divided: some stay with the firm, some go with them. The Departure Data Split handles this.

1. Go to the member’s page in the Firm Console → Members and click Start Departure.
2. Choose a mode: Collaborative (the member proposes, you review) or Admin Only (you decide everything).
3. Set each client to Takes (goes with the member) or Stays (remains with the firm).
4. For clients that stay, select a member to reassign them to, or leave as Unassigned.
5. Review the cascade preview showing how many tasks and court dates will move with each client.
6. Click Execute Split to finalise.

Tasks, court dates, and court events are automatically reassigned along with their clients. The departing member is removed from the firm once the split is complete.

Note: Your firm’s Data Ownership Policy in Settings controls the default: whether clients default to "takes" or "stays".