Need to change roles in a case? Learn how with these few, easy steps.
A Contact's role can be changed after the Case or Meeting is created.
Note: Only the Counsel and Paralegal roles can edit contacts.
1. Navigate to the case that needs to be updated.
2. Hover your mouse over the user's name, and click the 3 dots above their current role.
3. Click the Edit Details option.
4. Select the contact's correct role.
5. Click Save.