Assignment administration
Identify the attorney responsible for the work.
Make responsibility explicit.
Use the dedicated attorney-assignment area to support clear responsibility within the practice.
Attorney responsibility
Confirm the allocation with the team.
Team coordination
Review assignments when workloads or staffing change.
What you can try
- Review the client-assignment register.
- Filter assigned or unassigned clients.
- Select an active attorney for a sample client.
- Remove an assignment when responsibility changes.
How the information fits together
Information used
Client and responsible attorney.
Result
An explicit client-to-attorney allocation in the sample workspace.
Client assignments and matter assignments serve different purposes. Live access enforcement must be verified for the firm's configuration.
Suggested practice workflow
Put attorney assignments into context.
Use these steps as a discussion starter for your firm’s own operating process. Configuration and availability should be confirmed during evaluation.
- 1
Identify the attorney responsible for the work.
- 2
Confirm the allocation with the team.
- 3
Review assignments when workloads or staffing change.
Make your demo count
Questions worth asking.
Go beyond the overview and confirm the details that matter to your practice.
What can be assigned to an attorney?
How are reassignment and workload views handled?
Related modules
Departments
Organise the firm’s departments within a dedicated administration area.
Explore moduleUsers
Access user administration from the same workspace used to oversee the practice.
Explore moduleSettings
Review firm details, configuration areas and sample preferences before planning your rollout.
Explore module