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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.
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.