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How to assign (bulk assignment) earlier matters to an associate?

  1. Login to LegalXgen
  2. Go to Manage >> Users
  3. Search for the name of the associate, to whom you wish to assign the earlier matters.
  4. Go to the last column ‘Action‘, and you’ll see ‘Matter Assignment‘.
  5. You’ll be presented a new window where you need to choose the appropriate option for the matter assignment & type ‘YES’ & SAVE
  6. Here you go, Matter has been assigned to the particular User.

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