How to Edit a Client Managers Shared Percentage? – LEX247

To edit a shared percentage between client managers, head over to the Client Card, Contacts-view, under the Client Managers section.

Click on the Edit % button at the top of the section.

Click in the box where the client manager's percentage that you want to edit is shown.

Edit the shared percentage by typing the new number in the box. If there are more than two client managers, you can prevent the number from changing by clicking on the 'Pin'-icon.

Click on the Save button, and the system will recalculate the new shared percentage for the other client managers automatically.

After clicking save, the new shared percentage will appear as below.

Notes:

1. The maximum amount of responsible client managers can be set in Control Panel, Law-firm settings.

2. Ensure that you are either a Client Manager, a Case Manager, a User with 'Assistant'-role, or a User with 'Administrator'-rights setup to be able to edit a shared percentage.