- Open the constituent record who the solicitor is assigned to.
- Navigate to the Relationships tab.
- Select "Assigned Solicitors" on the left column to show only assigned solicitors.
- Open the solicitor that needs to be edited.
- Change Solicitor Type by selecting one of the choices from the drop down.
- Click "Save and Close" in the Assigned Solicitor window as well as for the constituent window.
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