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Setting a default Matter Manager/Intake assignment
Setting a default Matter Manager/Intake assignment

Learn how to assign a default Matter Manager to all matters of a certain type

Chinmayee avatar
Written by Chinmayee
Updated over a week ago

In this article:


Overview

Administrators can now set a specific individual or the Intake queue to act as the default Matter Manager for newly created matters. This option is set at the matter type level.

This enables the business to control requests coming in from users and how matters are distributed within the team.


How to assign a default Matter Manager

Go to Organization Settings > Matter Management > Matter Types settings.

Select the matter type you want to add a default Matter Manager and go to the Settings tab.

In the Matter Assignment, click on the +Add button to select a specific individual or the Intake queue from the people picker.

Note - Only users with 'Manage matters' permission can act as Matter Managers

You can add a legal team member as the Matter Manager or your organization's Intake queue. You can also choose a lawyer from your external law firm or its Intake queue.


Now all matters of the specific matter type you create will be automatically assigned.

If users wish to change the default Matter Manager, they can click on the Matter Manager field and choose another person during the matter creation process.

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