To globally change the Originating and Responsible (Billing) attorney on a group of Matters, access the File Maintenance Manager and select TOOLS, Manage Matters. Once the Matter Manager is displayed, make sure Originating and Responsible are shown in the grid as columns. If they are not showing, right click and choose “Select Grid Fields.” Drag over Originating and Responsible to the column header area, and then click REFRESH. You can then sort the list by either Originating or Responsible. You can further narrow your list by clicking on the drop-down for either Client Code and choosing the Client-Number for the Matters you want to globally change. Highlight/select the Matters that need to be changed, right click and choose Edit Selected, and the following window will appear:

Choose the correct Originating/Responsible attorney and then click OK. Confirm to proceed. Depending on the number of Matters you are changing, it may take a while. You will need to change the Billing Tab on the Client record in File Maintenance Manager so that future new Matters for the Client will pull the correct Originating or Responsible attorneys.