Edit a default matter team to change the users and roles on the matter team. Only new matters reflect the changes you make. Active matters with this matter team will not reflect any changes. To edit matter team users and roles on active matters, follow this guide.

 

Here's how:


1. Via the App Launcher, Navigate to Litify Setup > Default Matter Teams tab.

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2. Click the name of the matter team you are editing.

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3. Within the matter team, click the dropdown arrow next to the matter team member you're editing. This opens the Edit window.

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4. In the edit window, edit fields as necessary. Change the user associated with the team member in the User field.

5. Click Save.

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6. The default matter team reflects your changes.





 

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