📌 How to Change the Internal Matter Lead (IML)
| Step | Action |
|---|---|
| 1️⃣ Find the Matter | Go to Menu > Matter Management > Search/Add Matters and open the relevant Matter Overview page. |
| 2️⃣ Navigate to Matter Details | Click the Matter Details tab. |
| 3️⃣ Edit the IML | Scroll down to the Internal Matter Lead section and click the green + symbol. |
| 4️⃣ Select the New IML | Type the new matter lead’s name in the search box and select them from the dropdown list. |
| 5️⃣ Confirm the Change | Click the blue tick to save. |
📌 After selecting the new IML, you will see the following options:
- No Additional Action – Does not change invoice approval workflows.
- Add New IML to Current Approval Stage – Adds the new IML to the current review stage on all pending invoices on the matter.
- Replace Existing IML on Approval Stage – Replaces the former IML on pending invoice approval workflows.
📌 A matter must always have an IML, so you cannot remove an IML without selecting a replacement.
🗂 How to Bulk Update Internal Matter Leads
If you need to reassign multiple matters to a new IML, follow these steps:
1️⃣ Navigate to the Matter Search Page
- Go to Menu > Matter Management > Search/Add Matters.
2️⃣ Filter by Internal Matter Lead
- Use the Internal Matter Lead field to filter by the current IML.
3️⃣ Select Matters for Reassignment
- Confirm the number of matters (e.g., three pages).
- Select all matters that apply on the first page, then click Update to reassign them.
- Repeat this for each additional page.
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