This article illustrates how to modify the owner of a Matter.
Navigate to the Matter Tab

Choose a Matter

Click on the name of Matter to navigate to the Matter Detail record.
Choose Change

Select Change next to the name of the current owner.
Ownership Edit Page

- Type all or part of the new owner's name in the search field
- Click the look-up icon
- Clicking Lookup opens a lookup search dialog window that allows you to search for the person you want to add as the new owner.
- A blank lookup is performed when you click the lookup icon without entering a search term.
- Select the Send Notification Email checkbox to notify the new owner.
- The “From” email address displayed in the notification is your return email address as set in the Email Address field of your email settings.
- Click Save to save your changes.
Back to the Matter

You will be returned to the Matter Detail page where you can observe the ownership changed.