Transferring Matter Ownership

An Organization's internal Lupl Administrator can transfer any Matter Owned by the Organization to any other User in the Organization. 

*Click once on the video and hover your mouse over the bottom right corner to see option for Full Screen mode*

How do I use Administrator tools to transfer Matter Ownership?

1. Navigate to the Administrator Tools page. 
2. Go to the User Management view.
3. Find the User you want to become the new Matter Owner. Use the search bar or find them in the User list. 
4.  Click the 3-pin menu and select "Details."

5. Click the 3 pin menu next to Actions and select “Assign Matter Ownership.”

6. Use the search box to locate the Matter.

7. Select the correct Matter and then click proceed.

8. Review the Pre-Transfer Notice.
9. Click “Assign Matter Ownership."

Matter Ownership has now been reassigned and the new Matter Owner added to the Matter. The former Matter Owner has been downgraded to a Team Member in the Matter. 

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