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  • Go to Administration & Setup → Matter section → Matter Assignment
  • Click on the plus icon to add assignment rules for every area of practice.
  • "All" is the default assignment for all area of practices
  • If you want to hide the assigned team → uncheck the checkbox under the columns "Show Assigned Team"
  • If you want to hide the assignee → uncheck the checkbox under the columns "Show Assignee"



  • Once a specific user is chosen for an area of practice → this user will be selected once adding a matter/litigation with the related area of practice

  • Once the Round Robin Algorithm is chosen → the users will be assigned based on the assigned team selected
    • for example:
      • If the Round Robin Algorithm is applied for team A → once adding a matter/litigation:
        • user 1 will be chosen first
        • user 2 will be chosen on the next matter
        • user 3 will be chosen on the third matter
        • user 1 will be chosen on the fourth matter
        • user 2 ...
        • user3 ..
      • Team ATeam B
        user 1user 2
        user 2user 4
        user 3user 5
  • Save the rules chosen:


  • Once adding a matter/litigation, the rules will be applied based on the configuration.

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