Changing a Contact's Role

Austin Dryden
Austin Dryden
  • Updated

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.


Was this article helpful?