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?
+1- Smokeball Team
- 586 replies
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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