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Is there a benefit to tagging the responsible attorney in the top left corner of the matter / lead along with the person assisting, if they are already associated with the case in the info matter details? 

Hello Margarita,

The advantage of tagging a person assisting is for clearer visibility and more filtering options on the matter list display.  The attorney responsible is already visible, so no need to also tag to the matter.

 

 


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