Split a case across your team

Every case has one responsible broker — the person whose name appears in the Owner column on the case list and who gets notifications for the case. That hasn't changed.

What's new is that every prospect on a case can now have a responsible broker of its own, independent of the case. So on a single case with twenty prospects you might keep yourself as the case owner, give five of the bigger names to your partner, give three of the international ones to your associate, and leave the rest unassigned. The Owner column on the prospect list shows who has which, and the filter dropdown lets you see only your own without filtering anyone else off the team.

Open any case from the case list. The 3-dot menu at the top right of the row opens with a Change assignee… item at the bottom — click it and a small searchable list of your team appears next to the menu. Type a couple of letters of the colleague's name, hit Enter, done. The change is saved straight away and the case list updates without a reload.

The same control lives on the case detail page itself. Open the case, click the 3-dot menu in the header next to the bell icon, pick Change assignee… and the same picker appears. Either surface works; pick whichever is in front of you.

A couple of things about the picker:

• Only team members in your billing group appear in the picker. Pending users (signed up but not verified) are filtered out — you can't assign work to someone who hasn't finished onboarding.
• The picker is alphabetical and shows a checkmark next to whoever currently owns the case so you don't reassign by accident.
• Press Enter on a single result to pick it without reaching for the mouse. If your filter narrows to one name, Enter selects it.
• Press Esc to back out without changing anything; the 3-dot menu closes too.

Open a case and go to the Prospects tab. On each row, the 3-dot menu at the right end has a Change assignee… item — the same searchable picker as on the case, but with one more option at the bottom: Clear selection. Click that to leave the prospect Unassigned (which is its default).

The picker anchors itself to the 3-dot button you clicked, so on a wide screen it opens to the left of the column and never pushes the page sideways. On mobile it falls back to a centred dropdown.

In practice: open the case, scroll to the prospect (or filter to Unassigned first to see what's still up for grabs), click 3-dots → Change assignee… → type a couple of letters → Enter. The Owner column updates instantly and the assignment persists across reload.

There are two places ownership filtering matters: the prospect list inside a case, and the case list across your pipeline. They work slightly differently.

guide.teamOwnership.step4.p2_heading guide.teamOwnership.step4.p2_body

Two things to know about the counts:

• Counts are precomputed across the full prospect list, not the filtered subset. So when you tick tag:logistics and then look at the assignee section, the assignee counts still tell you the team-wide totals on this case — not how many logistics prospects each person owns. This matches the existing tag filter and the network area.
• The Unassigned button only appears when at least one prospect is unassigned. If every prospect on the case already has an owner, it's hidden.

guide.teamOwnership.step4.p4_heading guide.teamOwnership.step4.p4_body Search inside a case →

A few patterns we see most weeks:

• Split coverage on a big mandate. You're running a sale-and-leaseback for a logistics portfolio, sixty prospects across three asset classes. Logistics names go to your industrial associate, office names to your office partner, the rest stay with you. Each broker filters to their own name; you as case owner still see everything.
• Holiday cover. Going on two weeks of leave. Reassign the case owner to your partner so they get the notifications and run the inbox, but leave the per-prospect assignments alone — when you come back, the names you were working are still yours.
• Hand-off without losing history. Reassigning doesn't delete anything. Every classification, note, and message stays on the prospect — only the responsible broker changes. The activity log shows the previous owner's actions in place.
• Single-broker shops. You won't see the Change assignee… items until you're at least two people. There's nothing to configure when you grow — invite a colleague to your billing group and the menus appear.

Two questions worth answering up front:

• "If I assign a prospect to my colleague, do I stop getting notifications for them?" — No. Notifications follow the case (the case owner gets them, plus anyone who has opted in via the bell icon on the case row). The prospect-level owner is a coverage signal, not a notification filter. If your colleague needs the notifications too, the bell on the row lets either of you opt in.
• "Can the investor see who their assigned broker is?" — No. The owner field is internal — it controls what you see on your prospect list, not what the investor sees in their inbox or the Case Room. The broker name the investor sees is whoever is actually corresponding with them. Internal coverage doesn't leak out.

Five limits:

• Owner must be in the same billing group as the case. If you're a member of two billing groups, you can't assign a case in one to a colleague who's only in the other. The picker only shows people from the case's own billing group.
• Pending users don't show in the picker. A colleague who's been invited but hasn't finished sign-up is hidden. They appear automatically once they verify.
• Case owner is required; prospect owner is optional. There's no Clear selection on a case picker, but there is on a prospect picker.
• Owner doesn't change access. Setting yourself as the prospect's owner doesn't give you any access you didn't already have. Everyone on the billing group can see and work the case; the owner field is for routing and reporting, not for gating.
• No bulk reassignment yet. You can multi-select prospects in the list and bulk-classify or bulk-message them, but bulk-changing the owner field isn't wired up — you change owner one row at a time.