Every matter has a team of staff working it, separate from the contacts and parties on the file. This lesson shows you Our team on the People tab — how to add people, give them roles, and set the lead who owns the matter.
Before you start
- More than one person in your organisation (invite a colleague first — see "Creating your account")
Team vs parties
Our team is your firm's people — the fee earners, supervisors, and reviewers actually doing the work. That's different from the rest of the People tab, which holds the external parties (client, other side, lender). One matter can have several team members, each with a role, and exactly one of them is the lead.
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Find Our team on the People tab
Open a matter and click the People tab. Our team, below the parties, lists everyone working the matter with their role, the lead marked as Lead. From here you can add people, hand the lead over, or take someone off the team. Asking for help is in the matter's ⋯ All actions menu (covered in the next lesson).
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Add a person with a role
Click Add to team. Choose a colleague under Person, pick their Role on this matter — Lead, Supervising, Assisting, or Reviewer — and click Add. Add as many people as the matter needs. Only active staff are offered, so someone who's been deactivated won't appear.
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Set the lead — and who can change the team
A matter has exactly one lead, and the lead is the matter's assignee — the two are kept in sync, so making someone the lead makes them the person the matter is assigned to. On any other member's row, choose Make lead to hand it over, or Remove from team to take them off the matter. Who can edit the team? Managers and above, or the matter's own lead/assignee — so the people closest to the work can manage it without needing a manager every time. Read only users can see the team but not change it.
Tips & pitfalls
- There's only ever one lead. Making a new person lead moves the lead (and the matter's assignee) to them — it doesn't add a second one.
- If you can't add or remove people, you're probably not a manager and not the matter's lead/assignee — ask the current lead or a manager to make the change.
Key takeaways
- Our team, on the People tab, holds the staff working a matter, with roles Lead, Supervising, Assisting, and Reviewer
- The single Lead is the matter's assignee — the two stay in sync
- Managers, or the matter's own lead/assignee, can add, promote, and remove team members
Put the lesson into practice.
Book a guided session and our team will help you configure MatterFirst for your own practice.
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