Viewing the Lead Firm in a Matter
When you look on the
Participants
tab at the list of users and firms that are connected to a matter, the list does not identify which of the firms is the lead firm (if there is a lead firm). To identify the lead firm, click Profile
on the Matter page. If the matter options have been set up so that there is a lead firm for the matter, the name of the lead firm will be shown in the matter profile.