How to unlink an attorney/paralegal from a case and link ... - Cerenade

HOW TO UNLINK CURRENT ATTORNEY AND LINK ANOTHER
ATTORNEY/PARALEGAL TO A CASE
1. Once a case has been opened, click on the Case Workers tab.
2. Next, click on the Link Case Worker button.
3. Enter in the Attorney/Paralegal’s name, and click Find. Once you have identified the case worker you
wish to link to the case, click Select.

4. Once you have linked the Attorney/Paralegal that you want, don’t forget to check the “Transfer to
Forms” box.
5. Next, identify the case worker you wish to unlink from the case, and click on the icon. If prompted,
click “OK”
6. Once complete, the unwanted Attorney/Paralegal will no longer appear under the Case Workers tab.