As team members come and go, Organization Administrators will need to ensure the work assigned to one person can easily be reassigned to another.
Before you start: ensure the new assignee has a LawVu account. If your LawVu account is managed by "Single Sign-On" (SSO), check with your IT team to make sure they have created an account for them and that it exists in LawVu.
Method
Go to the directory and find the person that you want to replace. In the screenshot below, that is someone called Caroline Stevens.
Click their name, and when their profile card appears, click Edit.
This takes you to their profile and, from there, find the Reassignment page on the left and click Reassign.
Then, search for the new assignee in the people picker or select them from the 'Recents' list.
If you tick the box that says 'replace...entirely, including as Matter Owner and Matter Manager', the current assignee is removed as the Matter Owner or Matter Manager on all their active matters, and the new assignee is reassigned instead.
If you proceed without ticking the box, the current assignee remains the Owner or Manager, and the new assignee is added as a member on all their active matters.
When the reassignment is finished, you can deactivate the prior assignee's LawVu account by clicking Profile in the menu on the left, then scrolling down to Settings > User status and toggling the button to Deactivated.
Reassignment also works if a user's account was deactivated prior to reassignment. However, we recommend completing the reassignment before deactivating their account.
Note: Reassignment works for matters where the user is MO or MM, and also matters where they are just a member.
Restricted matters are not reassigned.
You can also reassign Owners, Managers, and Members directly from Matter or Contract grids using our bulk reassignment feature.