Transfer a matter to another user

Transfer matter ownership to another user.

To transfer a matter to another user, contact BriefTech support at [e-mail] — ownership transfer isn't available from the interface yet. In the meantime, you can share the matter with the other user as an Editor.

Heads up: Sharing as an Editor lets your colleague work on the documents as you do — upload, edit and delete them, build the Document Index and generate court bundles — but the matter itself stays yours: inviting or removing members, editing the matter's details, and archiving or restoring the matter are owner-only, and your colleague will not see those controls.

Related

Roles and permissions in a shared matter

How access is shared and what each role can do.

Share a matter with a colleague

Invite a colleague to a matter and assign them a role.

Matter roles and permissions

The matter roles you can assign and what each can do.

Change or remove a colleague's access

Change a member's role or remove their access to a matter.